Avantax
Acquis par Cetera Financial Group
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Avantax fait désormais partie de l’entreprise Cetera Financial Group. For up-to-date information, please see the Cetera Financial Group profile..
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"Emerging markets is an area that we really feel that active management is a benefit. We are also looking at asset classes we perceive to be efficient and where it is much tougher for active management to consistently outperform." Read why Avantax Co-CIO Jennifer Hutchins (Dent), CFA has been shifting her focus from mid-caps to active management in this recent article from Citywire Pro Buyer: https://bit.ly/3Yh4aI0
We always have a great time when the hashtag#AvantaxCommunity comes together - but don't just take our word for it. Hear from Avantax conference attendees what this community means to them. P.S. If you're an Avantax Financial Professional or Assistant, you only have TWO more days to register for our National Conference. The deadline is Oct. 11!
Avantax Home Office team members embrace every opportunity to meet with our independent Financial Professionals - and, when lunch is involved, that's just an added bonus! Financial Professionals and Home Office members discussed succession planning, how to discover growth opportunities, and CPA matchmaking at a recent Growth through Community meeting in Texas. Our thanks to Practice Management Director Nona Rosa and Laurie Stack and Steve Smith from our Business Development team for joining the meeting!
As a unique Community within Cetera, we're proud to support Cetera Financial Group's recognition of hashtag#HispanicHeritageMonth. Click below to learn more.
The first Cowboys home game of the season didn't have the outcome many hoped for - but, to be honest, we were mostly there to enjoy the company of fellow hashtag#AvantaxCommunity members. And that part was fantastic!
From red carpet interviews to time spent enjoying the company of fellow #AvantaxCommunity members and industry peers, the #Wealthies gala was a blast! We're incredibly proud of all the Avantax Home Office team members and Financial Professionals who created and continue to support our Rise to Elite peer-to-peer coaching program. Without them, we wouldn't have had the honor of Rise to Elite being a finalist in the Practice Management category.
Several members of the #AvantaxCommunity are at the WealthManagement.com #Wealthies awards gala tonight in the Big Apple! We're honored to be named a finalist in the Practice Management category for our Rise to Elite program, Avantax’s home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business.
The Avantax Insurance Solutions Team has done it again! Our third annual Insurance University was a resounding success, with over 80 Financial Professionals participating in this special program at our annual Connect for Growth conference. Curriculum focused on expanding attendees’ skills and deepening their knowledge in key areas of risk management and learning how to effectively position life insurance, long-term care, and disability solutions with their clients.
Financial professionals: Don't forget that back-to-school season is a great time to review your 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: https://bit.ly/4733RUc.
Join us in congratulating Avantax Senior Investment Analyst Ted Ferik, CFA, who has been named to the Financial Services Institute (FSI) 2024 Advocacy Circle of Excellence! Ted was recognized for his dedication to the profession and helping preserve Main Street Americans’ access to affordable, professional financial advice. Learn more: https://bit.ly/3Xk1f0U
