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Cetera CEO: What's Next After Protective Life Deal

News October 09, 2024 at 02:14 PM
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What You Need To Know

  • The acquisition of Concourse Financial Group brings 350 advisors overseeing $16 billion in combined assets to Cetera.
  • More M&A is likely for Cetera and its peers, but organic growth remains an important focus, CEO Mike Durbin says.
  • With the right tools, the typical RIA will be able to serve far more households in the future as demand grows, he says.
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