ria
Cetera Planning Partners
In PWD coverage since August 18, 2026 · 1 story
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Mark Palmer
Aug 19 · to Presidio Financial Partners
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · The Retirement Planning Group · Avantax Planning Partners · $19B
PWD coverage
move
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.