First Oklahoma Advisory Group, which manages nearly $240 million in Tulsa, Oklahoma, and Dahle’s Financial Services, which manages $110 million in West Jordan, Utah, have switched affiliations from Avantax to Cetera.
The two practices, each of which had been affiliated with Avantax since 1994, are using the services of Farpointe Wealth Partners, a Southlake, Texas-based office of supervisory jurisdiction for Cetera.
Last week's layoffs totaled at least 130 Cetera employees, according to a senior industry executive.
Four of the Magnificent Seven will report this week.
Easing anxiety has seen the haven asset slide from record high.
Uncertainty remains challenging for Treasuries traders.
Move will raise concerns of inflationary impact of tariffs.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
