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mergerAnnounced · Apr 28, 2026Financial ServicesSource · CredibleArticle · Factual
Cetera Financial Group merges with The Retirement Planning Group
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$19B
Party A
The Retirement Planning Group
Leawood, Kansas
Party B
Cetera Financial Group
Completed
Status
Completed
Cetera Financial Group and The Retirement Planning Group are pursuing a merger. Reported scale / consideration: $19B. Status: Completed. Sector: Financial Services. Target headquarters context: Leawood, Kansas, United States.
This page summarizes publicly available information about the transaction as of 2026-04-28. Figures and status may change as filings and press coverage update.
The newly formed division , called Cetera Planning Partners , brings together Avantax Planning Partners and The Retirement Planning Group under one roof
Deal timeline
Announced
Apr 28, 2026 · investmentnews.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Financial Services with a reported deal value of $19B. Figures and status may change as sources update.
Sources: investmentnews.com · Primary article · FireStrike proprietary index