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..
Est-ce votre entreprise ?
Helping our Financial Professionals offer clients a one-stop tax/wealth management solution as part of comprehensive tax-focused financial planning is what Avantax is all about. The #AvantaxCommunity has been at the intersection of tax and wealth for decades, and we’re always happy to talk about the benefits of tax-intelligent wealth management strategies. Thanks to Tobias Salinger of Financial Planning for providing this outlook on the various approaches to providing wealth and tax services under one roof. Read more here: https://bit.ly/4cgnf2n
Whether it’s a lack of mentorship, apprehension over entering an industry that tends to be male-dominated, or another reason entirely, women continue to be reluctant to pursue what could be a rewarding career path. Hear from Avantax Director, Growth Consulting Wendy Matheny CIMA® CPWA® AIF® MBA why she believes women should consider a career in finance.
A major shift in wealth-holders in the United States and the retirement of almost 40% of the financial advisor population over the next 10 years (according to HerMoney) make it a great time for women to thrive in the financial industry. With International Women's Day on the horizon, we're sharing a few perspectives this week from women in the #AvantaxCommunity regarding why now is the time for women in finance. Thanks for sharing your thoughts, Avantax VP of Product Management Holly Manton, CFP®, ChFC®, CLU®!
Appreciation and gratitude are central to the Avantax team culture, evidenced by the volume of “kudos” given and received every day. For #EmployeeAppreciationDay, we’re highlighting a few of our many recent peer-to-peer recognitions. We thank all our Home Office team members for making the #AvantaxCommunity culture so unique, caring and collaborative for each other and our amazing Financial Professionals!
Samantha Dunn and Steve Smith were up bright and early yesterday as Avantax met with attendees during FPA DALLAS/FORT WORTH's Annual Conference. They were delighted to share what it means to offer financial services through a tax-intelligent lens.
Our Business Development team gathered this week to celebrate record-setting achievements during 2023, and reaffirm our approach for recruiting financial professionals who value their independence while leveraging the technology, investment products, devoted Home Office team, and collaborative culture that are all core to the Avantax Community. So why are Financial Professionals affiliating with Avantax in record numbers? Here's what we're hearing: - Multiple affiliation models - Valuing advisors’ independence - Collaborative culture that defines the Avantax Community - Access to leadership - Opportunity to partner with CPAs and tax pros in our network ...All of which is made possible by our incredible team. Thanks to Ron Krueger CFA, CFP and Patty Ahern from Cetera Financial Group for joining us!
The #AvantaxCommunity is celebrating #BlackHistoryMonth alongside our Cetera Financial Group colleagues. We invite you to explore Black history and how we can all further the ongoing legacy of Black Americans: https://lnkd.in/g6t5FjYr
Why did Steve Smith return to the #AvantaxCommunity after pursuing another path last year? “Relationships drew me back. The appetite to partner with tax professionals is as high as it’s ever been, and Avantax has a unique value proposition that separates us from the sea of sameness – it’s why we stand out." We're thrilled to have you back, Steve!
