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Veteran Commonwealth Financial Advisor Christian Benard, with $365 Million in AUA, Joins Cetera’s Community of Tax-Focused Advisors

Holistic, tax-focused financial planning firm joins like-minded advisors in the Avantax community while maintaining excellent service and access to Fidelity’s NFS custody and clearing.

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors

Multigenerational firm rooted in Central Louisiana moves from LPL to leverage Cetera’s succession planning, marketing, and other growth resources for the firm’s next-gen advisors.

Former Pro Golfer Barry Jay “BJ” Dekreek Moves His Advisory Practice from LPL to Avantax Seeking Growth and Enhanced Support

Aiming to add high-net-worth clients and partner with CPAs, Dekreek aligns with Legacy Capital Advisors, LLC, part of the Avantax Community since 2021

Avantax Named Finalist in Practice Management Category at the 2025 WealthManagement.com “Wealthies” Industry Awards

The home-grown “Rise to Elite” program helping Financial Professionals to grow their practice has quickly evolved into a defining element of the Avantax Community.

Avantax Acquires Assets of WealthCare Financial with Approximately $180 Million in Assets Under Administration

Tax and financial planning firm deepens partnership with Avantax to help ensure a consistent experience for clients and positive futures for employees.

Clint Brookshire Promoted to Avantax Community Leader

A widely known and popular member of the home office, Clint Brookshire started his tenure through a predecessor company of Avantax more than 20 years ago.

Avantax Welcomes Multi-Generational Firm Brazzel Wealth Management, with approximately $80 Million in Assets Under Administration

Veteran financial advisor Toby Brazzel chooses Avantax to support his rapid-growth goals in a business model conducive to involving his family in the Louisiana-based advisory practice.

Avantax Acquires Assets of Sweeney Kovar

The Sweeney Kovar founders approached their succession plan with comprehensive tax-focused financial planning services in mind.

Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration

Comprehensive tax and financial planning firm stays with Avantax to help ensure consistency of service for their clients while paving positive career paths for their employees.

Avantax Picks Up $143 Million Advisor From Edward Jones

Illinois Advisor Believes CEPA Designation And Avantax’s Tax Focus Will Improve Client Experience.

Avantax Welcomes Independent Financial Advisor Andrew Erickson

Erickson joined Avantax because of its commitment to tax-focused financial planning, and so he could offer his clients a wider array of investment products and services.

Avantax National Conference Focuses Financial Professionals on Evolving from Fiduciary to Stewardship Relationships with Clients

More than 1,300 attendees hear from Avantax and Cetera leaders, attend dozens of tax-intelligent presentations and breakout sessions and enjoy countless peer-to-peer conversations.

Avantax Welcomes Independent Financial Advisor Carolyn Bare, Founder of Trust Matters Financial

Based in Greenville, South Carolina, Bare has more than 16 years of licensed experience in the financial services industry.

Avantax adds former LPL advisor in South Carolina

In explaining her decision to join Avantax, Bare highlighted the hybrid RIA's tax-focused approach as a key motivator.

Latest Avantax Recruits from LPL, Ameriprise, Kestra

Cetera Holdings' tax-focused financial planning unit Avantax says it has poached several financial advisors from rivals this year, including from LPL Financial and Ameriprise.

Avantax Welcomes New Independent Financial Advisors with approximately $390 Million in Combined Assets

How and When to Blend Mutual Funds and ETFs

Jennifer Hutchins, co-CIO at Avantax Wealth Management, says flexibility is key when it comes to portfolio construction.

Avantax Acquires SEP Financial Services from Veteran Independent Financial Advisor Stephen E. Plain

Long-time financial advisor’s succession plan tied to ensuring his clients experienced a smooth transition while retaining tax-intelligent financial planning and wealth management.

Back-to-school is a reminder for financial advisors to review clients' educational savings goals

Avantax Regional Vice President and Financial Planning Consultant Davin Carey shares why there is no time to save like the present in this Financial Planning article.

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions

Andy Watts to lead the Avantax Community and Cetera’s Tax Channel.

Avantax Welcomes Veteran Financial Advisor Ali Kazemi and His Northern California-based Sentinel Financial Group

Ali Kazemi said he was initially drawn to Avantax because of their technology, and became even more attracted once he observed the engaged, active and collaborative community of Financial Professionals.

35-year veteran LPL advisor defects to Avantax

The tax-focused Cetera subsidiary’s latest add in Northern California comes after overseeing $60M at LPL.

Weak July Jobs Report Signals Steep September Rate Cut: What the Experts Are Saying

A marked slowdown in hiring and rising unemployment means the Fed might have to make steep cuts to interest rates soon.

Home is where the wealth is. Advisors discuss home prices and financial planning

Home prices are showing signs of peaking and wealth managers may have to deal with the changing situation.

Save a spot for the Piano Man at this Avantax gatekeeper's table

Learn more about Avantax Senior Investment Analyst Ted Ferik, CFA in this interview with Citywire RIA's Ashley Lowe McConnell, including Ted's take on what can make or break a fund manager meeting and who would be on his dream dinner guest list.

Avantax Wealth Management Welcomes Noble Oak Financial

Financial Professionals Josh Linton, Mike Koltz and Danielle Boutwell affiliate with Avantax.

June CPI Report Comes in Soft: What the Experts Are Saying About Inflation

Odds rise for a September rate cut after prices fall on a monthly basis for the first time in almost two years.

Should baby boomers give away their $72.6 trillion to heirs now or later?

So you’ve got a solid sum of retirement savings, but you also have adult children who maybe facing financial challenges. Do you hold on to your nest egg, knowing your kids or grandkids will inherit the money eventually, or do you gift at least some of it to them more immediately?

Retirement planning checklist: 5 key steps to being financially prepared

Checking these five items off your retirement savings to-do list can help you prepare for a comfortable retirement years down the road.

Avantax extends New York presence with veteran advisor duo

Avantax announced the addition of S&P Financial Services, a financial advisory team based in Hauppauge, New York. Led by advisors John Surace and Kelly Powers, the team manages approximately $150 million in client assets as of June 2024.

Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets

Growth-minded advisors John Surace and Kelly Powers attracted by Avantax’s network of affiliated CPAs, higher levels of service, and direct access to Avantax leadership.

Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards

Avantax is a 2024 "Wealthies" finalist for “Avantax Rise to Elite,” its home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business.

Avantax Wealth Management Welcomes Financial Advisor Erin Hinzmann

Financial advisor leaves Ameriprise seeking growth opportunities, access to tax-advantaged investment products, and Avantax’s advanced case solutions team for complex-case support

The Flight To Cash Is Fraught With Risk: Fixed Income To The Rescue

Savvy advisors would be wise to caution clients against an overcorrection into cash, instead exploring fixed income alternatives that could potentially offer more attractive risk-adjusted returns should unsettled economic conditions persist.

May's Jobs Growth Blows Past Forecasts: What the Experts Are Saying

A blowout jobs report and a bit of wage inflation means a Fed pivot towards easing will have to wait.

Avantax welcomes ex-Ameriprise advisor in “full circle” moment

Hinzman transitioned from her previous affiliation with Ameriprise Financial, where she managed approximately $120 million in client assets as of May 2024.

VHS tapes, whiskey and comic books are emerging as an investment strategy. Here’s why.

Collectibles might sound like an intriguing way to diversify your investments, but is it a prudent long-term strategy? Avantax's VP of Planning and Growth Solutions Andy Watts CFP® weighs in.

5 ways to secure your retirement before Social Security is projected to start cutting benefits in 2035

The future of Social Security as a reliable income source is uncertain. Financial advisors encourage Americans to invest in their futures and secure a reasonable nest egg for a comfortable retirement.

Avantax snaps up $400M Pennsylvania team

Previously with Stratos Wealth Advisors, the new hires in the Northeast include three veterans with over 80 years of combined industry experience.

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model

Pennsylvania-based firm’s financial advisors and wealth management team have become investment adviser representatives of Avantax Planning Partners through the employee-based model of Avantax

Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference

The annual event gives attendees the opportunity to hear ideas, strategies and best practices they can take back to their firms to build on client successes.

5 professional development skills for advisors in a changing workforce

As the wealth management field changes, altering the way professionals work and engage with clients, advisors are seeking ways to adapt and develop skills to meet new demands.

Avantax buys affiliate's $760m wealth biz

Tax-focused RIA Avantax has scooped up the $760m wealth management business of affiliate firm Integrated Tax & Wealth Strategies.

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business

Integrated Tax & Wealth Strategies’ founder – highly successful independent financial advisor Brian Stephens – will continue with the tax practice. Integrated Tax & Wealth Management’s other financial advisors and wealth management team have become W-2 investment adviser representatives of Avantax Planning Partners℠.

New CPA exam section on financial planning links tax and wealth

Certified public accountants with the personal financial specialist credential are hailing the "significant milestone" and "monumental addition" of a planning section to the CPA exam.

Worried About Outliving Your Retirement Savings?

For people already in retirement, or nearing it, it's a stressful situation. But having a financial plan in place and being able to navigate what retirement will look like in the future can alleviate that anxiety.

March Jobs Report: What the Experts Are Saying

Bulls say moderating wage growth and an increase in the participation rate keep the Federal Reserve on track to reduce interest rates as soon as June, but bears contend the central bank is running out of time to enact three cuts before the end of the year.

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 Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community

Having been part of a family-owned business for many years, personal relationships are key to Heidi and Nic, and they said they’ve seen that reflected in the culture of the Avantax Community.

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.

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.

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.

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."

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.

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.

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.

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.

Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets

Tax-focused Financial Professional transferred from Crown Capital Securities to leverage Avantax’s tax-intelligent tools, technology and Home Office’s 40 years of experience supporting tax professionals

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.

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

Cetera Holdings Announces Close of Avantax Acquisition

Avantax to operate as a unique community within Cetera Holdings, bringing more than 3,100 financial professionals and over $82 billion in assets to Cetera

Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets

Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint Financial

Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community

The event’s “Profound Approach, Enduring Impact” theme reflects how independent Avantax Financial Professionals’ tax-intelligent approach to financial planning changes clients’ lives.

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.

Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing

Nearly $564 million in third quarter newly recruited assets more than doubles the year-ago quarter.

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.

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.

Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC

One year after transferring to Cambridge Investment Research, Inc., Watson rejoins Avantax to regain the benefits of its tax-centric platform, technology and Home Office

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group

25-year industry veteran advisor attracted by close-knit Avantax Community, ease of doing business, and opportunities to partner with CPAs in the Avantax network.

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.

Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study

Avantax’s ratio of women Financial Professionals also compares favorably to the industry average of 18%.

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.

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings

Avantax Financial Professionals and Accounting Firms to Expand and Enhance Cetera’s Wealth Management Group Ecosystem

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.

Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets

30-year-old, California-based wealth management firm attracted by opportunities to partner with CPAs across the Avantax Community to deliver unified services to clients.

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.

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.

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.

Avantax Welcomes CFR Capital with $120 Million in Total Client Assets

Scottsdale-based firm attracted by Avantax’s technology, tax-focus and collaborative community.

Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards

Firm's proactive service journey and subsequent results earn nod from notable industry awards.

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model

Avantax® has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth management firm with approximately $330 million in total client assets as of June 30, 2023.

Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service

More than 100 independent Financial Professionals have joined Avantax this year through the second quarter as they seek better support, resources and more collaboration on tax-intelligent planning.

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.

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.

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 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 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

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.

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.

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.

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.

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 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 National Conference

Annual Elevate Conference showcases highest performing individuals and firms

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