Account fees, bonuses likely topics at Thursday’s Cetera, Avantax confab
Michael Durbin, CEO of Cetera Holdings
A $60-per-account fee and retention bonuses are issues that are expected to come up in Cetera senior execs' meeting with Avantax advisors.
Cetera Financial Holdings senior management is planning a webinar Thursday afternoon with Avantax Inc.’s financial advisors to discuss questions raised by some of the 3,100 advisors in the wake of Cetera's announcement earlier this month that it's buying the tax-specialized broker-dealer for $1.2
Learn more about reprints and licensing for this article.
