Tax-focused RIA Avantax has scooped up the $760m wealth management business of affiliate firm Integrated Tax & Wealth Strategies.
Read MoreCertified public accountants with the personal financial specialist credential are hailing the "significant milestone" and "monumental addition" of a planning section to the CPA exam.
Read MoreBulls 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.
Read MoreFor 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.
Read MoreThe Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.
Read MoreWhile the firm is best known for its tax expertise, Todd Mackay is talking about relationships and creating connections.
Read MoreAdvisorHub 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.
Read MoreThe 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.
Read More"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."
Read MoreInflation 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.
Read MoreWith 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.
Read MoreWhat 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.
Read MoreNow that Cetera Financial Group has completed its $1.2 billion acquisition of tax-focused Avantax, what’s next? Assimilation. But not integration.
Read MoreA 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.
Read MoreAdvisors Can Support Clients’ Holiday Charitable Giving With Innovative Tax Strategies That Maximize Gift Values, Reduce Taxes And More
Read MoreInflation 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.
Read MoreA 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.
Read MoreTo 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.
Read MoreIn wealth management, the act of simply disclosing the number of women who are financial advisors within a firm represents differentiation from the competition.
Read MoreThe 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.
Read MoreAvantax added an eight-person team in Burbank, Calif., with more than $230 million in client assets.
Read MoreAvantax, 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.
Read MoreThe 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.
Read MoreSummit 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.
Read MoreWith 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.
Read MoreU.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.
Read MoreLet’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.
Read MoreNews 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.
Read MoreWe 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.
Read MoreAs 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.
Read MoreIt's time to schedule year-end tax conversations with clients — before the coming holidays consume their schedules and yours.
Read MoreSeventy-four financial professionals switched their broker-dealer affiliation to Avantax in the third quarter, the Dallas-based wealth management firm said.
Read MoreTodd Mackay, President of Avantax Wealth Management, discusses why tax-centric financial advisors are uniquely positioned amid market volatility.
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