Subscribe

Avantax Investment Services

Displaying 4 results

Topic

Avantax boosts recruiting bonus to add advisers

Providing hefty bonuses to recruit financial advisers is like a sugar rush: sweet at first but it comes with a downside.

Topic
  • News
  • November 5, 2021

Avantax talks about changes for advisers as head count drops

A new compensation plan is among the changes the firm is preparing for advisers in 2022.

Topic
  • News
  • September 29, 2021

Avantax team managing $400 million switches to LPL

First Legacy Wealth Management affiliates through JFC Advisor Network. The advisory firm is based in San Angelo and Big Spring, Texas.

Topic
  • News
  • October 13, 2020

Avantax imposes new fee on held-away accounts

The new charges will be levied on a popular pathway for advisers to conduct business directly with mutual fund companies