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

DALLAS, Sept. 19, 2023 Avantax®, a leader in tax-focused financial planning and wealth management, has the second-highest ratio of women as a percentage of producing reps – 24% – when.

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RIA Roundup: Avantax Adds 2 Firms, $450M in Assets

Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis, and Apollon, Kestra PWS and Steward onboarded new advisors.

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

Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
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Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service

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