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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.

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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.

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AdvisorHub Q&A: Avantax’s Emily Millsap, CFP®

AdvisorHub asked executives from top firms their thoughts on the wealth management industry. Here is how Emily Millsap CFP®, Manager, Financial Planning at Avantax Wealth Management responded.

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Advisors, don’t overlook these items during tax season

The Tax Relief for American Families and Workers Act has been slowly moving through Congress, and there’s confusion whether it’s better to file now or wait. Some taxpayers will be significantly impacted by this legislation, and the longer we wait, the more compressed tax season becomes.

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Taxes + wealth: 2 connected but still (for now) distinct fields are merging

"It really begins at identifying the needs of the client," Mackay said. "That's when you get truly comprehensive, tax-intelligent financial planning is when you're looking at it through the entire lifecycle and journey of a client. And that's really what Avantax Financial Professionals do best."

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January CPI Report: What the Experts Are Saying About Inflation

Inflation came in a little bit hotter than expected last month, the January Consumer Price Index (CPI) report revealed Tuesday, all but ensuring that the Federal Reserve won't enact as many interest rate cuts this year as the market had hoped.

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December CPI Report: What the Experts Are Saying About Inflation

With the December CPI report now a matter of record, we turned to economists, strategists and other experts for their thoughts on what the data means for markets, macroeconomics and monetary policy going forward.

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New Year’s Resolutions Financial Advisors Wish Clients Would Make

What if advisors could create New Year’s resolutions for their clients? Avantax's Emily Millsap explores the impact of emotions on the financial decisions we make.

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Avantax Brand Isn't Going Anywhere: Cetera's Durbin

Now that Cetera Financial Group has completed its $1.2 billion acquisition of tax-focused Avantax, what’s next? Assimilation. But not integration.

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Jobs Growth Beats Expectations in November: What the Experts Are Saying

A better-than-expected November jobs report appears to keep the economy on path for a so-called soft landing, experts say, but also lowers the odds that the central bank will start cutting rates in the first quarter of 2024.

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Tax-Efficient Charitable Giving Strategies For Year-End Planning

Advisors Can Support Clients’ Holiday Charitable Giving With Innovative Tax Strategies That Maximize Gift Values, Reduce Taxes And More

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October CPI Report: What the Experts Are Saying About Inflation

Inflation slowed markedly last month on both a headline and underlying basis, the October Consumer Price Index (CPI) showed Tuesday, giving support to the view that the Federal Reserve is done hiking interest rates this cycle, experts say.

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Jobs Growth Slowed Sharply in October: What the Experts Are Saying

A soft October jobs report gives the Federal Reserve cover to keep interest rates unchanged at the next Fed meeting, experts say. Just remember that the "data dependent" central bank will see one more jobs report – and two inflation readings – before it convenes for the last time in 2023, they add.

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Bond Market Experts Offer Road Map for What Lies Ahead

To help gauge the level of risk and opportunities spreading across the fixed-income markets, etf.com gathered perspectives from seven bond market professionals on what the near-term future looks like for investors.

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IBD Elite 2023: The 10 firms with the largest percentage of women among their financial advisors

In wealth management, the act of simply disclosing the number of women who are financial advisors within a firm represents differentiation from the competition.

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IBD Elite: The 15 largest independent brokerages in wealth management

The independent brokerages participating in Financial Planning's 38th annual IBD Elite study reported that their businesses grew 6% in 2022 to a combined $41.13 billion in revenue.

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Avantax Adds Burbank Octet with $230M in Assets

Avantax added an eight-person team in Burbank, Calif., with more than $230 million in client assets.

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RIA Roundup: Avantax Adds Two Firms, $450M in Assets

Avantax, a publicly traded, tax-focused wealth management firm with more than $83 billion in client assets, added two firms this week, totally approximately $450 million in brokerage and advisory assets.

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Boost your tax practice's bottom line with a wealth manager

The process may seem too daunting, but by combining their expertise and embracing a holistic approach, tax professionals and financial advisors have the opportunity to enhance their services, boost their respective practices' profitability and further deepen the tax professional's client relationships.

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Avantax Adds $330M Wealth Management Firm

Summit Wealth Advocates, founded in 2010 by Bruce Primeau and managing about $330 million in total client assets as of the end of June, has joined Avantax.

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July CPI Report: What the Experts Are Saying About Inflation

With the July CPI report now in the books, we turned to economists, strategists, investment officers and other experts to get their takes on what the inflation data means for markets, macroeconomics and monetary policy going forward.

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10 Long-Term Investing Strategies That Work

U.S. News asked experts to weigh in on some of the soundest investing strategies to use throughout your life. Here's a look at 10 of the best long-term investment strategies.

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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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