Subscribe

Avantax snaps up $400M Pennsylvania team

Previously with Stratos Wealth Advisors, the new hires in the Northeast include three veterans with over 80 years of combined industry experience.

Avantax, the tax-focused financial planning and wealth firm, has gained another foothold in Northeast with an acquisition in Pennsylvania.

The national RIA announced Thursday that it has acquired GA Investment Management in a transaction that adds $400 million in client assets to its platform, wi

Subscribe or log in to read the rest of this content.

Related Topics: , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

One-third of healthcare workers aren’t confident about retirement

Despite 91 percent being in a workplace savings plan, uncertainty over saving, debt, and other issues are making healthcare employees doubtful.

WisdomTree woos more advisors with portfolio solutions offering

The firm is doubling down on its $3.5B model portfolios business with a fresh push to help enhance investment advisors’ practices.

BNY names new global head of investments and wealth

The Nuveen alum with investment experience from TIAA, AIG, and Merrill Lynch is set to join as longtime leader lets go of the reins.

California becomes 26th state to enshrine high school personal finance education

Under landmark bill signed by Governor Newsom, passing a personal finance course will be a high school graduation requirement by 2031.

Wealth Enhancement Group gets another foothold in Texas

The national independent’s growth continues in the Lone Star State with a $254M RIA led by an experienced advisor duo.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print