In the News
Broker/Dealers Must Optimize for Service to Move Past Stagnation
Let’s be blunt. Broker/dealers aren’t the darlings of the wealth management industry they once were, having struggled to adapt to external forces and the onset of discount brokerages that have made investing accessible for millions.
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Retirement Roundtable – Growth Opportunities With SECURE 2.0
News of the many changes in the SECURE 2.0 Act, signed by President Biden on Dec. 29, 2022, has circulated to every corner of America’s financial world.
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Q&A with AdvisorHub CEO Tony Sirianni and Avantax Wealth Management’s President, Todd Mackay
We ask a series of top Wealth Management CEOs the same set of questions and let you, our audience, get a sense of how different leaders address the same challenges, and try to get a glimpse into their unique world view.
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What To Do When Your Client Is Retiring In 2023
As we turn the page into a new year, we talk about resolutions, plans and strategies for making 2023 the year we finally achieve a long-standing dream or goal, and for many, that goal is retirement.
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It's Time to Counsel Clients on Critical Year-end Tax Considerations
It's time to schedule year-end tax conversations with clients — before the coming holidays consume their schedules and yours.
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Avantax Attracted 74 Indie Advisers in Third Quarter
Seventy-four financial professionals switched their broker-dealer affiliation to Avantax in the third quarter, the Dallas-based wealth management firm said.
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Avantax President Todd Mackay Joins Jay Coulter on “The Resilient Advisor Show”
Todd Mackay, President of Avantax Wealth Management, discusses why tax-centric financial advisors are uniquely positioned amid market volatility.
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