Latest News for: aua
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Morgan Citizen
07 Oct 2026
Cetera Welcomes Former Commonwealth Advisor Cynthia Doussard and Her Team Overseeing Approximately $235 Million in AUA
Longtime Commonwealth advisor finds a familiar culture within Cetera's Summit Financial Networks ... .
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The CEO Viewpoint: Building Growth Through Experience and Strategic Vision (AUA Private Equity Partners LLC)
Public Technologies 07 Oct 2026
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Cetera Welcomes Former Commonwealth Advisor Cynthia Doussard and Her Team Overseeing Approximately $235 Million in AUA (Cetera Financial Group Inc)
Public Technologies 07 Oct 2026
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Hastings Tribune
06 Oct 2026
Harbourfront Wealth Group Surpasses $23B AUA with Acquisition of Galliant Advisors
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Financial Planning Today
06 Oct 2026
Perspective snaps up 5 firms adding �600m AUA
Fast-growing Financial Planning firm Perspective Financial Group has notched up five further acquisitions, bringing approximately £600m of assets under advice, seven advisers, 22 employees and three new offices ... Other recent acquisitions include ... ....
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Morgan Citizen
28 Sep 2026
Cetera Welcomes Former Commonwealth Advisor John Fitzgerald, Overseeing Approximately $185 Million in AUA
Relationship-focused Vineland, New Jersey practice begins its next chapter of growth within Summit Financial Networks at Cetera ... .
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Cetera Welcomes Former Commonwealth Advisor John Fitzgerald, Overseeing Approximately $185 Million in AUA (Cetera Financial Group Inc)
Public Technologies 28 Sep 2026
). SAN DIEGO - Sept. 28, 2026 - Cetera welcomes financial advisor John Fitzgerald and his Fitzgerald Financial Group team, including financial professionals Doug Kramer, CFP® and Gary Bolno, and assistant Tatyana Shevchuk ... About Cetera ... Media Contacts..
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Cetera Welcomes John Sloop, John Black and Palmetto Investment Consultants, Overseeing Approximately $305 Million in AUA (Cetera Financial Group Inc)
Public Technologies 25 Sep 2026
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AUA Bay Area Gala Sponsors Gather at Lebaredian Residence Celebratory Evening
Asbarez 23 Sep 2026
Rev and Rachel Lebaredian welcomed guests for an evening centered on AUA’s role in Armenia’s future ... AUA now has close to 8,000 alumni, with 75% continuing to live and work in Armenia ... “UC was really part of AUA even before AUA opened its doors.
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Financial Planning Today
10 Jul 2026
Scottish Planner firm adds �250m AUA to Quilter network
Scottish central belt-based SRB Financial Planning has joined adviser network Quilter Financial Planning as a strategic partner firm ... The firm provides holistic Financial Planning to individuals and business owners with £250m in assets under advice.
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Ravalli Republic
08 Jul 2026
Cetera Welcomes Edward Duffy and his Lexington Financial Team Overseeing Approximately $608 Million in AUA
After 32 years with Commonwealth, lead advisor cites service continuity, including maintaining Fidelity's NFS for custody and clearing, plus access to Cetera leadership as key to affiliation ... .
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AUA to Celebrate 35th Anniversary at Nov. 7 Gala
Asbarez 02 Jul 2026
To be held on November 7, in Beverly Hills, California, AUA’s 35th Anniversary Gala ... Join AUA for an unforgettable evening honoring 35 years of impact, innovation, and commitment to Armenia’s future.
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