Cetera Financial Group has introduced Cetera Planning Partners, a scaled, national employee-advisor RIA that unifies Avantax Planning Partners (APP) and The Retirement Planning Group (TRPG). Together, they deliver an integrated, elevated financial planning experience for clients, provide advisers the resources and support to focus on their client relationships and offer a comprehensive succession solution for practices planning their next chapter.
The combined company will have more than 100 advisers, approximately $19 billion in assets under assessment, and operate as a unique employee-adviser community within Cetera’s RIA and Branches channel. Forming Cetera Planning Partners builds on Cetera’s ongoing efforts to expand and scale its employee-adviser RIA community through a range of strategic transactions and growth initiatives. During the past six years, Cetera has completed approximately 70 transactions supporting this strategy, including the addition of Darnall Sikes
