ATS Advanced Trustee Strategies, a San Diego, California, firm managing $400 million and specializing in advanced estate planning, has changed its broker-dealer affiliation to Avantax from FSC Securities.
Sandeep Varma, principal and founder of ATS, said Avantax’s network of accountants and accounting firms, as well as its tax focus, complements his business.
Avantax said in a press release Monday that Varma wants to further grow his firm by working with Avantax’s network of CPAs and accounting firms — which can be referral sources for Avantax Financial Professionals — and by growing geographically, potentially opening an office on the East Coast.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.
The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
