Cetera Financial Group 计划收购 Concourse Financial Group Securities，增加 350 名顾问和 $4B 资产。 Cetera Financial Group plans to acquire Concourse Financial Group Securities, adding 350 advisors and $4B in assets.
Cetera Financial Group 计划在明年初从 Protective Life Corporation 收购 Concourse Financial Group Securities。 Cetera Financial Group plans to acquire Concourse Financial Group Securities from Protective Life Corporation by early next year. 这笔交易增加了350名顾问和近40亿美元的管理资产,促进了退伍军人协会扩大其财富管理服务的战略。 This deal adds 350 advisors and nearly $4 billion in managed assets, contributing to Cetera's strategy of expanding its wealth management services. 收购遵循一种趋势,即保险公司在监管方面的挑战和利润率下降的情况下,剥离其财富管理部门。 The acquisition follows a trend of insurance companies divesting their wealth management divisions amid regulatory challenges and reduced profit margins.