The Daily Buyout
$200M in AUAStrategic acquisitionFinancial ServicesCompleted

Cetera acquires Minneapolis wealth practice The SFI Group

Cetera bought The SFI Group's assets as part of founder Terry Sonnenfeld's succession plan. The practice joins Cetera Planning Partners, its roughly $20 billion employee-advisor RIA. Terms were not disclosed.

Read the full coverage, free

We only link to sources you can read without a subscription. How we check.

Get financial services deals like this every morning

The day's biggest deals in five minutes. Free, with no paywalled links.

Free · Unsubscribe anytime