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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We're excited to share Avantax is a 2024 WealthManagement.com "Wealthies" finalist for “Avantax Rise to Elite,” our home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business. Read more in our press release: https://lnkd.in/g92i3FwT
This week, a viral tweet with over 10 million views centered around when baby boomers should gift their children money: Do they hold onto their nest egg or gift at least some of it more immediately? Avantax Manager, Financial Planning Emily Millsap, CFP® CExP(TM) shared her thoughts about why retired clients must be prepared for every contingency in this recent MarketWatch article: https://lnkd.in/eYs_kaA6
The #AvantaxCommunity can be summed up in one word: collaborative. Avantax President Todd Mackay recently attended our Cedar Rapids, Iowa Growth through Community meeting, led by independent Avantax financial advisor Jim Smith. Reflecting on the meeting, Todd said: "What a privilege to join this great group and witness the unique pillars of the Avantax Community in action: goal-sharing, strategizing and mutual accountability."
The #AvantaxCommunity is built on a foundation comprised of our incredible Home Office team. Beyond providing unparalleled support to our extraordinary Financial Professionals, they seamlessly collaborate and uplift one another every day with gratitude and recognition. Twice annually, we hold our peer-nominated Spotlight & Team Awards to recognize those who make it a habit of going above and beyond. Join us in celebrating our spring award winners, who are shining examples of the Avantax culture.
Stories like this are possible because of the collaboration and accomplishments of the Financial Professionals we're honored to serve, coupled with our Home Office team's talent and dedication. ICYMI: Earlier this year, Avantax President Todd Mackay was featured in InvestmentNews to discuss the importance of relationships in our industry and how Avantax continues to attract financial professionals by offering the tools, Home Office support and resources needed to deliver holistic, tax-intelligent wealth management to clients: https://bit.ly/43xG8ts
You're bound to have a ball when you visit the Avantax booth at an industry conference - especially if Regional Director Samantha Dunn is there! Great to be at Maryland Association of CPAs (MACPA) sharing how delightful it is when CPAs and wealth managers partner to provide tax-intelligent financial planning.
We're in the Garden State for the New Jersey Society of CPAs 2024 Convention & Expo! Stop by our booth to meet Skip Angelo and Justin Scott - they're sharing how CPAs can provide clients with tax-intelligent financial planning by partnering with a wealth manager.
With May jobs growth exceeding estimates, a September rate cut might be less likely than previously expected. As Avantax Head of Research Austin Schaul, CFA notes, action in the bond market over the past couple of weeks tells us that today's stronger-than-expected jobs number caught many investors off guard. Read more of Austin's commentary on the May jobs report – alongside other industry professionals – in today's Kiplinger article: https://bit.ly/45fwHje
In partnership with AICPA, Tom Tillery, and Dan Snyder, CPA/PFS, we kicked off our first 2024 PFS Live! event in Dallas this week. CPAs joined us to earn their Personal Financial Specialist™ designation, which is designed to help them provide a one-stop-shop solution for their clients' financial planning needs.
Live from Las Vegas: We're up and running at AICPA Engage! Be sure to stop by our booth today for some tax-intelligent conversations (and a little fun on the putting green!).
