The role was previously held by Rob Sharps, who became CEO in 2022.
But not all of the bank's strategists are optimistic about next year's big stories.
The Avantax team comprises 3,111 financial professionals.
New hire was previously global head of ETFs at Invesco.
Report reveals the owner groups that are jostling for pole position globally.
The platform enables connection without intermediaries, creates distribution partner opportunity.
A dozen advisors have been recruited to the firm across multiple states.
The generation appears split on some key components of life insurance.
For one of the partners, it’s the second merger in as many months.
Expansion comes via two advisors who join from Wells Fargo.
