"By combining our strengths, our goals are to redefine the financial planning industry and continue to set new standards that...
Acquires
"This acquisition allows us to offer an end-to-end solution that combines Emerge's consulting excellence with our state-of-the-art cloud infrastructure, providing...
Avantax Inc., a unique community within Cetera Holdings and a provider of tax-focused financial planning and wealth management, has acquired...
Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning...
Accenture yesterday announced that it has agreed to acquire Camelot Management Consultants, an international SAPĀ®-focused management and technology consulting firm...