News

Avantax Earns 2023 Great Place to Work Certification

Avantax®, a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification.

Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer

Hutchins and Co-CIO Ivan Gruhl will further enhance impact of research and investment management for Avantax’s independent Financial Professionals and accounting firms.

Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience

Bruce Tuckey and Dave Renko bring decades of experience to their roles at Avantax and will help expand the Avantax Community of accounting firms and tax-focused Financial Professionals.

Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway

Avantax reports more than $228 million in newly recruited assets during 2023’s first quarter with continued interest from growth-minded independent financial professionals and accounting firms.

Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team

A successful and growth-minded financial advisor, Pardo chose Avantax for its tax-focused approach to wealth management, specialized Home Office support teams, and deep network of CPAs and tax professionals.

Avantax Sets Record with Approximately $1.7 Billion in Full-Year 2022 Newly Recruited Assets, up Approximately 79% from the Prior Year

Avantax continued its record-breaking recruiting results during the fourth quarter of 2022, contributing to full-year 2022 newly recruited assets of approximately $1.7 billion, an increase of approximately 79% over 2021.

Avantax Appoints Melissa Loner as Chief Compliance Officer

“I am pleased to welcome Melissa who joins an energized Avantax leadership team committed to creating value for our Financial Professionals, CPA firms, Home Office staff, and investors,” said Chris Walters, CEO of Avantax, Inc.

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.

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.

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.

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.

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.

Avantax Wealth Management Hosts 1,100 Affiliates, Educational Partners and Home Office Staff at National Conference in Atlanta

“Power of Community” themed event showcases success of the Avantax Community, and the company’s focus on helping Financial Professionals grow their businesses

20 Acquisitions in 20 Months Fuel Significant Growth of Avantax’s Employee-Based RIA Model

A series of acquisitions has helped the Avantax® employee-based model to significantly grow total client assets and its geographic footprint.

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.

Avantax Recruiting Success Continues During Third Quarter, Driving Year-to-Date Newly Recruited Assets to Approximately $1.3 Billion

Financial Professionals transferring to Avantax to access its deep network of CPAs and tax pros; recruits also looking to leverage Avantax’s tax-smart investing tools to better serve clients

Public Accounting Firm Topel Forman Affiliates with Avantax Planning Partners for Wealth Management and Financial Planning Services

120-person firm chooses Avantax for its proven model, successful track record partnering with accounting firms

Avantax Launches its Women’s Advisor Forum to Further Empower Female Financial Professionals

Growth-minded Financial Professionals want the competitive advantage of Avantax’s tax-focused wealth management, service excellence and close-knit Avantax community of like-minded Financial Professionals

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.

Avantax Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm’s Full-Year 2021 Results

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida

20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities

Avantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference

Avantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference. Annual Elevate Conference showcases high-performance individuals and firms.

Avantax Welcomes ATS Advanced Trustee Strategies with Over $400 Million in Total Client Assets

Highly successful veteran advisor Sandeep Varma chooses Avantax to access its vast network of CPAs, tax pros and accounting firms, and for direct access to Avantax senior leadership.

Avantax Posts Record-setting Recruiting Results During the First Quarter of 2022 with approximately $529 Million in Recruited Assets

Financial Professionals are transferring to Avantax for better service levels, enhanced technology and products, direct access to senior Avantax leadership, and a strong sense of community.

Avantax Adds Veteran Business Development Leader Elvis Medica as Success Grows Recruiting Highly Productive Financial Professionals

Medica’s experience includes leadership roles with Cetera Financial Group, a large LPL-affiliated OSJ, and several other national sales positions for brokerage and mutual fund companies

Avantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets

Thomas Sullivan chooses Avantax for its responsiveness, product lineup, and strong network of accounting firms to further enhance growth opportunities in Las Vegas

Avantax Acquires Gene Bell & Associates, Expanding Employee-based RIA Footprint to the Northwest

Well-known tax expert and Financial Professional Gene Bell joins Avantax, further strengthening the firm’s value to CPAs and tax pros serving clients at the intersection of tax and financial planning

Avantax President Todd Mackay to Open Annual FSI OneVoice Conference

Several Avantax leaders slated as featured speakers on FSI OneVoice panels in Dallas

Avantax Works with the SEC to Settle 1st Global Regulatory Matter

Avantax® reported today that it has entered into a settlement with the U.S. Securities and Exchange Commission (SEC) on behalf of 1st Global Advisors, Inc., which was acquired by Avantax’s parent in May 2019.

Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax’s Employee-based RIA

Avantax®, a leader in tax-focused financial planning, has acquired Pennsylvania-based Warner Finance, with approximately $258 million in total client assets as of Oct. 11, 2021.

Avantax Welcomes Newest Members of Senior Leadership Team

Avantax®, a leader in tax-focused financial planning, has added Chief of Staff, Holly Manton, and Vice President of Software Engineering, Suman Aluru, to the company’s Senior Leadership Team.

Avantax Completes Acquisition of Headquarters Advisory Group, LLC

Avantax℠, a leader in tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.

Avantax Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand Avantax’s In-house RIA to Northeast

Transaction would enable independent affiliate to monetize its firm, shift administrative tasks to Avantax, and fully focus on growth and superior end-client service

Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax Leaders Attending as Featured Panelists

FSI annual conference brings together independent financial services firm executives to share critical insights on the most important issues affecting their businesses

Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth

From in-person meetings at Booth #225, to hosting a session on developing a business succession plan, Avantax will show how offering holistic financial services enhances accounting firm value

Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas

In-person meetings, collaboration and celebration of affiliates’ successes launch Avantax and its unique community of Financial Professionals into the second half of 2021 and beyond

Avantax Planning Partners Recognizes Affiliate Accomplishments During National Conference

Annual Elevate Conference showcases highest performing individuals and firms

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