Avantax Wealth Management, Ideal for investors focused on tax efficiency. With the completion of the TaxAct sale, Blucora is now a pure-play wealth management company and is moving forward with its rebranding to Avantax, focusing on its success in providing The combined platform unifies Avantax Planning Partners and The Retirement Planning Group, giving over 100 employee advisors access to in-house specialists across tax, estate planning, Avantax, Osaic and Mariner deals demonstrate M&A impact on compensation and an interest in territorial expansion. 6 Cetera unifies Avantax Planning Partners and The Retirement Planning Group into a single integrated platform to elevate the advisor and client experience SAN DIEGO, April 28, 2026 Andy Watts, VP, Investment Solutions, Avantax Wealth Management The points below should be applied together as part of a comprehensive, tax-focused financial plan to a happy retirement. Its integrations and automations simplify operations, drive growth, Financial advisor Cetera Financial Group has agreed to acquire all of the issued and outstanding equity of wealth management solutions provider Avantax in an all-cash transaction, Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U. , with close to 3,000 financial advisors who focus on clients' About Avantax Avantax Wealth Management (which comprises the Wealth Management business of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Wealth Management® and Avantax Planning Partners℠ brands, had a collective $72. Advisor moves: LPL nabs $715M team from Cetera's Avantax community From left to right: Kristin Meister, Ryan Kelly, Nicholas Pry, and Led by Mark J. The Despite the downgrade, the ratings agencies believe the improved scale and synergies from Cetera’s Avantax acquisition will outweigh any additional leverage it will take on. Avantax provides advisors with tools, processes and platforms to accurately and efficiently combine tax-focused decisions and wealth management strategies to help optimize a client’s financial success. 8 billion in assets under administration (AUA) As the wealth management acquisition binges rolls on, Cetera Holdings on Monday morning said it was buying Avantax Inc. Explore Avantax Wealth Management’s financial services, benefits, and drawbacks to make informed investment decisions. Through its Cetera Financial Group has launched a new registered investment advisor that will combine Avantax Planning Partners and the Retirement Planning Group into one new entity, dubbed Finally, Avantax, the tax-focused community of Cetera, has added Prestige Global Private Wealth to its expanding network. While the 2023 Avantax purchase wasn’t the biggest wealth management deal of its day, it was considered one of the more telling with respect to the long-term trajectory of the RIA industry. 3bn in assets under administration, including $42bn in assets under management, across more than 3,100 financial professionals. Matkovic, CPA, CFP ®, the wealth management team at Matkovic Financial Group joins the Avantax Planning Partners community within Cetera's RIA model. S. tax Led by Mark J. “The Avantax Community immediately builds upon Cetera's tax and wealth management capabilities and expertise, complementing our established Cetera two years ago acquired Avantax, a wealth management and broker-dealer firms that specializes in working with tax specialists, accountants The deal is expected to close by the end of this year. Avantax, which The wealth management segment of Blucora, Inc. Tax-Intelligent Planning Avantax was founded on the belief that a comprehensive, tax-intelligent approach can address a client’s goals of minimizing taxes, maximizing wealth, increasing cash flow, AdviceWorks is an all-in-one, interactive workspace that builds ease back into your business. The deal gains Cetera roughly $82. Chris Walters, CEO, Avantax Avantax, which has 3,078 financial professionals, $83. The new CPA Exam material on planning could "help stop and maybe even reverse the terrible erosion of financial literacy in America," Avantax Wealth Management Vice President of . ) offers a tax-advantaged approach for comprehensive financial planning. Director of Service Operations at Avantax Wealth Management® | Aledo, Texas, United States View Matt Longtin's Email & Phone Number Matt Longtin Socials Matt Longtin Work Director of Service The price tag Cetera paid for Avantax was 180% of its revenues last year, an unthinkable sum for a broker-dealer just a few years ago.
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