Business Wire

Avantax Welcomes New Independent Financial Advisors with approximately $390 Million in Combined Assets

DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes several new independent ...
Seeking Alpha

Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing

DALLAS, Nov. 09, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomed more than 150 independent Financial Professionals during the first three ...
InvestmentNews

Debt-financed M&A may push firms to shed assets: Tibergien

The debt-financed, $1.2 billion acquisition of Avantax Inc. and its 3,100 financial advisors that Cetera announced last week is not only an indication of firms' interest in nabbing more and more ...
Business Wire

Avantax Welcomes New Independent Financial Advisors with approximately $390 Million in Combined Assets

Avantax reports robust recruiting in 2024 as independent financial advisors and tax professionals want to offer clients comprehensive, tax-intelligent financial planning and wealth management DALLAS-- ...