Displaying 30 results
Cetera names new head of corporate development
With a successful record at Avantax, Wall Street veteran Michael Molnar is set to lead the RIA's M&A and advisor succession planning strategy.
Avantax adds $250M married duo from Edward Jones
The Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.
Avantax president accounts for a brand-new era
While the firm is best known for its tax expertise, Todd Mackay is talking about relationships and creating connections.
Clock is ticking for Cetera IPO
If the brokerage is eyeing an IPO in the next five years, as sources say, it’s got a lot of work to do to get ready.
Tax-focused advisor says ‘most’ broker-dealers ‘don’t understand’ his business
$100M California-based team switches to Avantax from Crown Capital Securities.
Cetera completes Avantax acquisition, adding $82B AUA
The Avantax team comprises 3,111 financial professionals.
Avantax hit with shareholder suit alleging merger misinformation
The failure to make adequate disclosures is a violation of federal securities laws, according to the complaint.
Are advisors getting the short end of profit pie?
The disparity in fortunes between the leaders and those at the coalface is striking.
Cetera to offer Avantax advisors slim bonuses to none at all
Meanwhile, Cetera's owner Genstar is reinvesting in the firm.
Account fees, bonuses likely topics at Thursday’s Cetera, Avantax confab
A $60-per-account fee and retention bonuses are issues that are expected to come up in Cetera senior execs' meeting with Avantax advisors.
Debt-financed M&A may push firms to shed assets: Tibergien
Following Cetera's announcement that it was going to buy Avantax, two ratings agencies put the debt of Cetera's parent, Aretec Group Inc., on review.
Commonwealth adds Avantax team overseeing $223M
Waukesha, Wisconsin-based R&R Wealth aims to reach $1 billion in assets in next four years.
Cetera deal for Avantax shows boom continues for wealth management assets
The price tag Cetera paid for Avantax was 180% of its revenues last year, an unthinkable sum for a broker-dealer just a few years ago.
Cetera to buy tax specialist firm for $1.2 billion
Deal affects almost 3,000 advisors working with $83.8 billion in client assets.
Raymond James adds $317M wealth advisory team
The three financial advisors and four associates join the firm from Avantax.
What kind of relationship do you and your acquirer have?
What's becoming evident is how tricky it is for wealth management firms to make the right match.
Avantax attracts $330M team to its employee-based model
The two advisors and support staff join the firm in Minnesota.
Hello, I must be going
Advisors and clients will see a flurry of coveted tax breaks come and go in the next three years. Here’s how to keep track.
Avantax attracted 74 indie advisers in third quarter
The firm specializing in tax-related advice draws from advisers and accountants.
Indie managing $400 million switches to Avantax from FSC
San Diego-based ATS Advanced Trustee Strategies specializes in advanced estate planning.
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