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Cetera Planning Partners
In PWD coverage since August 18, 2026 · 1 story
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Apr 27, 26Deal announcedCetera Financial Group · The Retirement Planning Group · Avantax Planning Partners · $19B
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Cetera unites Avantax, TRPG under one $19B RIA
Cetera folds Avantax Planning Partners and The Retirement Planning Group into one RIA, promising advisors they won't have to choose between today and the future.