Cetera Acquires Protective Life's B/D

Cetera Acquires Protective Life's B/D, RIA Business

Cetera is acquiring Concourse Financial Group Securities, the broker/dealer and advisory business of Protective Life.

Cetera Announces Agreement with Protective Life to Acquire ...

Approximately 350 financial professionals overseeing more than $12B in AUA and $4B in AUM to join Cetera Wealth Partners community.

Cetera Announces Agreement with Protective Life to Acquire ...

SAN DIEGO, Oct. 8, 2024 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that it has entered ...

Cetera Acquires Protective Life's Hybrid Business, Concourse ...

Cetera Financial Group, the nation's fifth-largest independent broker-dealer by revenue, said today it had agreed to buy Concourse Financial Group.

Cetera acquires $12bn hybrid from Protective Life - Citywire

It is the first direct acquisition the independent broker-dealer has announced publicly since it took tax-focused RIA Avantax private at the ...

Cetera to Acquire Protective Life Subsidiary in $12B AUA Deal

Cetera Financial Group entered into a definitive agreement to acquire Protective Life Corporation's dual broker-dealer and RIA subsidiary ...

Cetera acquires $12bn hybrid from Protective Life - Capital Group

Cetera Financial Group has announced its first direct acquisition of 2024. The independent brokerage giant said Tuesday that it has struck a deal to purchase ...

Cetera to Buy Concourse, the Wealth Management Unit of Insurer ...

Cetera's deal to acquire the wealth management unit of insurer Protective Life will give it about 350 financial advisors.

Cetera agrees with Protective Life to acquire Concourse Financial ...

Cetera Financial Group, the premier financial adviser Wealth Hub, has signed a definitive contract to acquire Concourse Financial Group Securities (CFGS).

Protective Announces Agreements to Sell Concourse Financial ...

--(BUSINESS WIRE)-- Protective Life ... Protective has entered into an asset purchase agreement with Cetera Financial Group (Cetera) ...

Cetera Signs Deal With Protective Life To Buy $12 Billion AUA ...

Cetera Financial Group, a premier financial advisor Wealth Hub, announced that it has entered into a definitive agreement to acquire ...

Cetera Acquires Protective Life Subsidiary CFGS - Connect Money

Cetera Financial Group has agreed to acquire, via asset acquisition, Concourse Financial Group Securities, Inc. (CFGS), a subsidiary of ...

Cetera CEO: What's Next After Protective Life Deal - ThinkAdvisor

Cetera Financial Group has agreed to acquire Concourse Financial Group Securities Inc. (CFGS), a subsidiary of the insurance company Protective Life Corp.

Cetera to Acquire $16B RIA From Insurer | PLANADVISER

For the fourth time in five years, Cetera makes a deal with an insurance and annuity provider—this time Protective Life—to acquire a ...

Cetera to Add $16B in Assets with New Insurance Carve-Out

The firm says it is acquiring a Protective Life Corp. subsidiary with about 350 financial professionals. October 9, 2024. Cetera Financial Group is ...

Cetera to acquire Concourse Financial Group Securities

Cetera has entered into a definitive agreement to acquire Concourse Financial Group Securities, a subsidiary of Protective Life Corporation.

Cetera Acquires Protective Life's B/D, RIA Business - LinkedIn

Cetera Financial Group is acquiring Concourse Financial Group Securities, the dually registered broker/dealer and #RIA arms of Protective ...

Cetera inks deal for hybrid RIA Concourse Financial Group Securities

Cetera announced a definitive agreement to acquire Concourse Financial Group Securities, a subsidiary of Protective Life Corporation.

Cetera Continues Acquisitions - Family Wealth Report

... Protective Life Corporation. The transaction is expected to close in ... In 2023, Cetera acquired Securian Financial Group's retail wealth ...

Protective Life Corporation sells two subsidiaries

... acquisition as a significant growth opportunity in a consolidating market. “Cetera has a proven track record of acquiring and successfully ...