| Date | Title | Description |
| 23.02.2026 | Jump Secures $80 Million, Accelerating AI Transformation in Financial Advisory | Jump, a pioneering AI platform for financial advisors, has successfully closed an $80 million Series B funding round, elevating its total capital to $105 million. This substantial investment will accelerate the development of its AI-native ... |
| 22.02.2026 | Jump: $80 Million Series B Secured For Expanding Advisor Intelligence Engine | Jump, an AI platform built for financial advisors and other financial services professionals, announced it has closed an $80 million Series B funding round led by Insight Partners. The round included participation from new investors F-Prime... |
| 31.10.2025 | Stocks falls on megacap drag, yen stumbles after BOJ announcement | NEW YORK: Global shares dropped on Thursday (Oct 30) and were set for their biggest daily decline in three weeks, weighed down by megacaps Microsoft and Meta, while the dollar rose against the yen on policy updates from the Federal Reserve ... |
| 21.10.2025 | Jump Acquires Mobile Assistant | Jump, a Salt Lake City, UT-based provider of artificial intelligence (AI) solutions for financial advisors and financial services, acquired Mobile Assistant, a leader in advisor transcription services.
The amount of the deal was not disclos... |
| 25.08.2025 | Wall Street ends down as traders focus on Nvidia, Fed after last week's rally | Wall Street ends down as traders focus on Nvidia, Fed after last week's rally
By Noel RandewichAugust 25, 20258:19 PM UTCUpdated ago
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| 18.08.2025 | First Eagle Investments Announces Closing of Majority Investment by Genstar Capital | Firm enters a new phase in its evolution while preserving its independence and investment-led culture
New York, August 18, 2025—First Eagle Investments (“First Eagle”), an independent, privately owned investment management firm, today annou... |
| 21.07.2025 | Stock futures are little changed after S&P 500 posts another record close: Live updates | Stock futures were little changed early Tuesday after the S&P 500 and Nasdaq Composite hit fresh records.
Futures tied to the Dow Jones Industrial Average moved up 5 points, or 0.01%. S&P 500 futures ticked down 0.03%, while Nasdaq ... |
| 25.02.2025 | Genstar Announces 2025 Team Promotions | Scott Niehaus and Sid Ramakrishnan to Managing Director and Conor Flemming and Michael Waller to Principal
San Francisco, February 25, 2025—Genstar Capital, a leading private equity firm focused on investments in targeted segments of the fi... |
| 15.02.2025 | Fund managers boost exposure to bitcoin ETFs, quarterly US filings show | Fund managers boost exposure to bitcoin ETFs, quarterly US filings show
By Suzanne McGeeFebruary 15, 202512:21 AM UTCUpdated ago
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| 01.02.2025 | Looming tariffs worry Wall Street over earnings hit, inflation pressure | Looming tariffs worry Wall Street over earnings hit, inflation pressure
By Laura Matthews, Lewis Krauskopf and Suzanne McGeeJanuary 31, 202511:04 PM UTCUpdated ago
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| 07.05.2024 | As bitcoin ETF growth slows, a new wave of investors could push adoption | figcaption>span]:font-sans">
Bitcoin is more accessible than ever with the January launch of spot ETFs, but before some investment pros can even talk about those flashy new tools, they have to do their homework... and maybe even ... |
| 26.04.2024 | Shepherd Smith Edwards & Kantas: Family Seeks Up to $1M in Damages From Cetera Investment Services Over Non-Traded REIT Losses in Cole Capital, Arc Realty Finance | Another Cetera Broker Accused of Using Shared Cultural Affinity To Gain Trust of Investors of Chinese Descent
HOUSTON, April 26, 2024 /PRNewswire/ -- More investors of Chinese descent are suing broker-dealer Cetera because of losses they su... |
| 08.01.2024 | Exclusive: Venrock ups its find size for the first time in a decade, raising $650M for tenth fund | It was mid-December as Venrock partner Bryan Roberts waltzed into one of the conference rooms of the venture capital firm he’s been running since 2007—his German Shepherd close at his heels with a tennis ball.
When I asked how he’s been, he... |
| 21.12.2023 | Cetera Announces Close of Equity Reinvestment from Genstar Capital | Cetera Continues with Current Leadership, Community, Culture and Brand
Reinvestment Enables Ongoing Deployment of Capital To Support Wealth Hub Expansion Through Organic Growth, M&A and New Markets
San Diego, December 21, 2023—Cetera ... |
| 27.11.2023 | Cetera Closes Avantax Acquisition, Adds $82 Billion In Assets | Cetera Holdings said it closed its acquisition of Avantax, after shareholders of the tax-focused wealth manager voted Wednesday to approve Avantax’s sale to Cetera’s parent company.
The deal adds more advisors and assets to Cetera while als... |
| 13.10.2023 | Cetera announces equity reinvestment from Genstar Capital to fuel next chapter of growth | Reinvestment enables Cetera, the premier Wealth Hub, to continue serving advisors and their clients in new and innovative ways as part of Cetera’s next chapter of growth
Existing investor Genstar Capital to invest fresh equity from its two... |
| 04.05.2023 | AICCFC Announces CCFC Designation Available to Cetera Advisors | The CCFC designation can help Cetera advisors differentiate themselves and deepen their understanding on the complex topics of education funding, financial aid planning, and student loan advising.
Fairfield County, Connecticut (PRWEB) May 0... |
| 21.03.2023 | When Prospecting, Focus On Value, Not Price | John Pierce is Head of Business Development at Cetera Financial Group, driving Cetera’s financial professional recruiting strategy. |
| 05.10.2022 | Cetera To Host Advisor-Driven DEIB Symposiums | Upcoming Women's Impact Network and Black Advisor Community Symposiums represent featured live events within Cetera's Connect2Impact Series
LOS ANGELES, Oct. 5, 2022 /PRNewswire/ -- Cetera Financial Group, one of America's largest networks ... |
| 21.07.2022 | Let Freedom Ring: The Value Of An Independent Business | John Pierce is Head of Business Development at Cetera Financial Group, driving Cetera’s financial professional recruiting strategy. |
| 04.11.2021 | Cetera Financial Group selects Xtiva for enterprise-wide SPM technology upgrade | “Cetera is on a mission to enable the delivery of best-in-class financial advice to as many Americans as possible... That’s their roadmap and we are pleased to be an important step in that journey.”
NEW YORK (PRWEB) November 04, 2021
Xtiva,... |
| 12.10.2021 | GBank Financial Holdings Inc. : Announces Bank of George Sponsored Nonprofit, SafeNest, Awarded $25,000 FHLBank San Francisco 2021 AHEAD Economic Development Grant | LAS VEGAS, Oct. 12, 2021 /PRNewswire/ -- GBank Financial Holdings Inc. ("GBank" or the "Company") (OTCQX: GBFH), the parent company for Bank of George (the "Bank"), today announced Bank of George sponsored nonp... |
| 03.06.2021 | Cetera Appoints Vamsi Yadlapati to Board of Directors | |
| 05.05.2021 | Cetera Lands $2.4 Billion Team Amid Stepped-Up Recruiting Push | Cetera Financial Group picked up an advisor team managing $2.4 billion in client assets from Mass Mutual. It’s a big win for the independent broker-dealer, which has been on an aggressive recruiting push.
The company, which has about 8,000 ... |
| 09.03.2021 | CapStar Financial Holdings, Inc. Announces $30 Million Common Stock Repurchase Authorization | NASHVILLE, Tenn., March 09, 2021 (GLOBE NEWSWIRE) -- CapStar Financial Holdings, Inc. (“CapStar”) (NASDAQ: CSTR), the parent company of CapStar Bank, announced today that its board of directors authorized the repurchase of up to $30 million... |
| 26.02.2021 | Remote Control: Finding Your Optimal Work-Life Balance in 2021 | (BPT) - By Jeannie Finkel, Cetera Financial Group
Before the pandemic, many industries resisted the idea that work could be done primarily from home. They hadn't fully suited up for extensive remote work. That left many scrambling last spri... |
| 26.02.2021 | Remote Control: Finding Your Optimal Work-Life Balance in 2021 | (BPT) - By Jeannie Finkel, Cetera Financial Group
Before the pandemic, many industries resisted the idea that work could be done primarily from home. They hadn't fully suited up for extensive remote work. That left many scrambling last spri... |
| 27.01.2021 | Caring Cetera Raises $240,000 to date with Launch of Diversity in Financial Planning Scholarship | |
| 27.01.2021 | Caring Cetera Raises $240,000 to date with Launch of Diversity in Financial Planning Scholarship | LOS ANGELES, Jan. 27, 2021 /PRNewswire/ -- Caring Cetera, a 501(c)(3) nonprofit founded and led by financial professionals affiliated with Cetera, has launched a Diversity in Financial Planning Scholarship and raised $240,000 for the progra... |
| 11.08.2020 | Pekin Hardy Strauss Wealth Management : Raises Over $1.1 million to Invest in Chicago | Pekin Hardy Strauss Wealth Management, a Chicago-based independent investment adviser, has partnered with Self-Help Federal Credit Union to provide much-needed capital to underserved neighborhoods in Chicago. Through the creation of a speci... |
| 29.06.2020 | Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse | With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship through a single, seamless, technology-driven exp... |
| 09.07.2019 | Genstar Capital Announces Promotion of Sid Ramakrishnan to Principal | SAN FRANCISCO, July 9, 2019 — Genstar Capital (“Genstar”), a leading private equity firm focused on investments in targeted segments of the financial services, healthcare, industrial technology and software industries, announced today the p... |
| 18.07.2018 | Term Sheet — Wednesday, July 18 | THE KINGMAKER’S PLAYBOOK
Good morning, Term Sheet readers.
Paid Content How can you protect what you can't see? From ExtraHop
If money was not a constraint, what would you do differently in the next five to 10 years?
That’s the question Sof... |
| 17.07.2018 | Cetera Financial Group Selects Genstar Capital as Strategic Partner | Genstar Embraces Cetera’s Commitment to the Advice-Centric ExperienceTM and Focus on Financial Well-Being Through an Enriched Client Engagement
Company to Continue Operating Under Current Brand, Culture and Leadership, with Significant Cap... |
| 14.09.2016 | Cetera Financial Group Announces Divestiture of The Legend Group to Lincoln Investment | Cetera Financial Group, a leading network of independent broker-dealer firms, and Lincoln Investment Capital Holdings, LLC, today announced the signing of a definitive agreement for the divestiture of Legend Group Holdings, LLC by First All... |
