Cetera Financial Group

Wes Battle joins Cetera Advisor Networks

Retrieved on: 
Thursday, September 28, 2023
Armed Forces and Police Savings & Loan Association, Inc., Cetera Financial Group, CFP, Quality of life, Raymond James Financial, Financial adviser, Cetara

LOS ANGELES, Sept. 28, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Wes Battle, CFP, AIF, ChFEBC** has joined Financial Advantage Associates Inc. and Cetera Advisor Networks via Cetera Wealth Management Group. Battle is a financial professional previously affiliated with Raymond James. He provides comprehensive financial planning and investment advice to clients and had more than $91 million in assets under administration* as of June 7, 2023.

Key Points: 
  • LOS ANGELES, Sept. 28, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Wes Battle, CFP, AIF, ChFEBC** has joined Financial Advantage Associates Inc. and Cetera Advisor Networks via Cetera Wealth Management Group.
  • "We welcome Wes to Cetera Wealth Management Group, where he joins a community of talented advisors who exemplify a growth mindset," said Kjirsten Zellmer, president of Cetera Wealth Management Group.
  • Cetera Wealth Management Group was formed after Cetera acquired the retail wealth business of Securian Financial Group, Inc. in August 2023.
  • Click here for more information about Cetera Advisor Networks and click here for more about Cetera Wealth Management Group.

BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: PFSweb, Inc. (Nasdaq – PFSW), Hostess Brands, Inc. (Nasdaq – TWNK), Avantax, Inc. (Nasdaq – AVTA), American National Bankshares Inc. (NASDAQ -AMNB)

Retrieved on: 
Tuesday, September 19, 2023
Agreement, Cetera Financial Group, AUB, Tripura Merger Agreement, PFSweb, Brodsky, SJM, The J.M. Smucker Company, Cetara, Hostess, First American National Bank, GXO, Atlantic Ocean, NYSE, Security (finance), Atlantic Union

If you own shares and wish to discuss the investigation, contact Jason Brodsky ( [email protected] ) or Marc Ackerman ( [email protected] ) at 855-576-4847.

Key Points: 
  • If you own shares and wish to discuss the investigation, contact Jason Brodsky ( [email protected] ) or Marc Ackerman ( [email protected] ) at 855-576-4847.
  • Under the terms of the Agreement, PFSweb will be acquired by GXO Logistics, Inc. (“GXO”) (NYSE - GXO).
  • Under the terms of the agreement, GXO will pay $7.50 in cash for each share of PFSweb held.
  • Under the terms of the agreement, American National will be acquired by Atlantic Union Bankshares Corporation (“Atlantic Union”) (NYSE - AUB).

GenXFinancial's MyRemoteFA® Expands Services and Team, Launches Private Client Division

Retrieved on: 
Friday, September 22, 2023
OnDemand, Marketing, Disability, Multimedia, Cetera Financial Group, Name, Entrepreneurship, Death, Financial services

NASHVILLE, Tenn., Sept. 22, 2023 /PRNewswire/ -- GenXFinancial's subsidiary, MyRemoteFA , a leading provider of remote financial advisory services, today announced the expansion of their services and team and the launch of a new Private Client division.

Key Points: 
  • NASHVILLE, Tenn., Sept. 22, 2023 /PRNewswire/ -- GenXFinancial's subsidiary, MyRemoteFA , a leading provider of remote financial advisory services, today announced the expansion of their services and team and the launch of a new Private Client division.
  • This division delivers personalized financial planning, estate planning, and wealth management strategies to high-net-worth individuals and families.
  • The expansion includes the hiring of two new team members and the addition of ongoing financial planning services and OnDemand educational resources, complementing the high-net-worth wealth management services provided by the newly launched Private Client Division.
  • "We're excited to extend our remote service model to our new Private Client division, providing dedicated, personalized service and creating tailored wealth management solutions."

17th Annual Invest in Others Awards Honor Financial Advisors for Philanthropy

Retrieved on: 
Thursday, September 21, 2023
Morgan Stanley, Organic, Cetera Financial Group, Education, IiO, LPL Financial, Culture, MFS, Volunteer of the Year, Veteran, Fidelity Investments, Apollo, Capstone Partners, Natixis Investment Managers, Commonwealth Financial Network, Gerald Loeb Lifetime Achievement Award winners, Community service, Commonwealth, Health, Merrill (company), Hunger, Social media, Pharmaceutical industry, Financial adviser

BOSTON, Sept. 21, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") presented five awards to financial advisors committed to giving back to their communities during its 17th annual Invest in Others Awards Gala in Boston on September 20, 2023.

Key Points: 
  • BOSTON, Sept. 21, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") presented five awards to financial advisors committed to giving back to their communities during its 17th annual Invest in Others Awards Gala in Boston on September 20, 2023.
  • The Invest in Others (IiO) Awards program, which includes five categories, honors financial advisors who volunteer their time and talents to support nonprofits helping to make a difference in the lives of others.
  • Top gala sponsors included Apollo, Cetera Financial Group, Commonwealth Financial Network, Fidelity Investments, LPL Financial, Merrill Lynch, MFS, Morgan Stanley, Natixis Investment Managers, Osaic, and Private Advisor Group.
  • It's truly a privilege to honor and support their admirable efforts and the example they exhibit for the financial services industry."

Anne Crabbe joins Cetera Advisor Networks

Retrieved on: 
Thursday, September 14, 2023
Volunteering, Cetera Financial Group, CFP, Friends, The Guardian Life Insurance Company of America, Paso Robles High School, Retirement, Acquisition, United Way, Love, Environment, Financial services, Cetara

LOS ANGELES, Sept. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Anne Crabbe, CFP** and her team have joined Cetera Advisor Networks via Cetera Wealth Partners. Based in Paso Robles, Calif., Crabbe is an experienced financial professional previously affiliated with Park Avenue Securities. She provides comprehensive financial planning and investment advice to clients and had more than $102 million in assets under administration* as of June 13, 2023.

Key Points: 
  • LOS ANGELES, Sept. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Anne Crabbe, CFP** and her team have joined Cetera Advisor Networks via Cetera Wealth Partners .
  • "I can think of no better place than Cetera Wealth Partners to focus on taking our business to the next level," Crabbe said.
  • "I'm pleased to welcome Anne and team to Cetera Wealth Partners and look forward to working with her to further her practice's goals," said Tom Halloran, president of Cetera Wealth Partners.
  • Click here for more information about Cetera Advisor Networks and click here for more about Cetera Wealth Partners.

BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: PFSweb, Inc. (Nasdaq – PFSW), Hostess Brands, Inc. (Nasdaq – TWNK), Sovos Brands, Inc. (Nasdaq - SOVO), Avantax, Inc. (Nasdaq – AVTA)

Retrieved on: 
Friday, September 15, 2023
Agreement, Cetera Financial Group, Tripura Merger Agreement, Campbell Soup Company, PFSweb, Brodsky, SJM, The J.M. Smucker Company, CPB, Cetara, Hostess, GXO, NYSE, Security (finance), Sovo

If you own shares and wish to discuss the investigation, contact Jason Brodsky ( [email protected] ) or Marc Ackerman ( [email protected] ) at 855-576-4847.

Key Points: 
  • If you own shares and wish to discuss the investigation, contact Jason Brodsky ( [email protected] ) or Marc Ackerman ( [email protected] ) at 855-576-4847.
  • Under the terms of the Agreement, PFSweb will be acquired by GXO Logistics, Inc. (“GXO”) (NYSE - GXO).
  • Under the terms of the agreement, GXO will pay $7.50 in cash for each share of PFSweb held.
  • Brodsky & Smith is a litigation law firm with extensive expertise representing shareholders throughout the nation in securities and class action lawsuits.

Moore Kuehn Encourages SCU, TWNK, AVTA, and DM Investors to Contact Law Firm

Retrieved on: 
Wednesday, September 13, 2023
PLLC, Sculptor Capital Management, Wall Street, Cetera Financial Group, Hostess Brands, Fraud, Desktop Metal, Security (finance), Bank, Stratasys

Moore Kuehn may seek increased consideration, additional disclosures, or other relief on behalf of the shareholders of these companies.

Key Points: 
  • Moore Kuehn may seek increased consideration, additional disclosures, or other relief on behalf of the shareholders of these companies.
  • Moore Kuehn encourages shareholders who would like to discuss their rights to contact Justin Kuehn, Esq.
  • Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
  • Moore Kuehn is a 5-star Google client-rated New York City law firm with attorneys representing investors and consumers in litigation involving securities laws, fraud, breaches of fiduciary duties, and other claims.

BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Hostess Brands, Inc. (Nasdaq – TWNK), Avantax, Inc. (Nasdaq – AVTA), Thorne HealthTech, Inc. (Nasdaq - THRN), Abcam plc (Nasdaq - ABCM)

Retrieved on: 
Monday, September 11, 2023
Agreement, Cetera Financial Group, Tripura Merger Agreement, Brodsky, SJM, The J.M. Smucker Company, Danaher, Cetara, DHR, Hostess, Danaher Corporation, NYSE, Security (finance), Abcam

If you own shares and wish to discuss the investigation, contact Jason Brodsky ( [email protected] ) or Marc Ackerman ( [email protected] ) at 855-576-4847.

Key Points: 
  • If you own shares and wish to discuss the investigation, contact Jason Brodsky ( [email protected] ) or Marc Ackerman ( [email protected] ) at 855-576-4847.
  • Under the terms of the merger agreement, Hostess shareholders will receive $30.00 in cash and 0.03002 shares of The J.M.
  • Smucker Co. common stock (valued at $4.25 as of September 8, 2023) for each share of Hostess common stock.
  • Brodsky & Smith is a litigation law firm with extensive expertise representing shareholders throughout the nation in securities and class action lawsuits.

AVTA Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of Avantax to Cetera Financial Group

Retrieved on: 
Monday, September 11, 2023
Sale, AVTA, Wall Street, Cetera Financial Group, Seeking Alpha, Wohl, Security (finance), Audit, Cryptocurrency, Retail, Cetara

MONSEY, N.Y., Sept. 11, 2023 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the $26.00 per share in cash pursuant to which Avantax, Inc. (Nasdaq: AVTA) (“Avantax”) has agreed to be sold to Cetera Financial Group (“Cetera”).

Key Points: 
  • MONSEY, N.Y., Sept. 11, 2023 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the $26.00 per share in cash pursuant to which Avantax, Inc. (Nasdaq: AVTA) (“Avantax”) has agreed to be sold to Cetera Financial Group (“Cetera”).
  • On September 11, 2023, Avantax announced that it had agreed to be sold for $26.00 per share in cash to Cetera.
  • “We are investigating whether the Avantax Board of Directors acted in the best interests of Avantax shareholders in approving the sale,” explained Joshua Fruchter, a founding partner of Wohl & Fruchter.
  • Finally, a discounted cash flow analysis of Avantax by Chatool Investments published on Seeking Alpha on June 25, 2023, yielded a fair value of $31.00 per share.

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings

Retrieved on: 
Monday, September 11, 2023
BMO Capital Markets, LLP, Haynes, Cetera Financial Group, Sustainability Accounting Standards Board, PJT Partners, RIA, Tax, Sidley Austin, Cyprus Securities and Exchange Commission, Sale, Acquisition, Willkie Farr & Gallagher, AVTA, LOS, UBS, Development, Fidelity, TaxAct, Management, Financial adviser, Cryptocurrency, Cetara

DALLAS and LOS ANGELES, Sept. 11, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA) (the “Company”), a leader in tax-focused financial planning and wealth management, and Cetera Financial Group (“Cetera”), the premier financial advisor Wealth Hub, announced today that Avantax and Aretec Group, Inc. d/b/a Cetera Holdings, the holding company of Cetera, have entered into a definitive agreement whereby Cetera Holdings will acquire all of the issued and outstanding equity of Avantax in an all-cash transaction valuing Avantax at approximately $1.2 billion, inclusive of Avantax’s net debt.

Key Points: 
  • Through the transaction, Cetera will retain Avantax’s legal entities, core technology, product offerings and existing clearing and custody relationships.
  • Holders of shares of Avantax common stock will receive $26.00 in cash per share, without interest and subject to required withholding taxes.
  • We are executing against our multi-custodian aspirations, and capturing new markets and adjacencies,” said Adam Antoniades, CEO of Cetera Financial Group.
  • PJT Partners is acting as financial advisor to Avantax, and Sidley Austin LLP and Haynes and Boone, LLP are serving as legal counsel to Avantax.