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Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax s Employee-based Model

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax s Employee-based Model
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United statesTony katsulosTodd mackayTim augustineAlexandra lynnGary augustineStephen gierlAvantax incAvantax investment services incHome officeAvantax home officeCetera holdingsAvantax advisory services incManagement addingMillion practiceAvantax planning partners

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax s Employee-based Model

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax s Employee-based Model
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United statesTodd mackayStephen gierlTony katsulosGary augustineTim augustineAlexandra lynnAvantax home officeCetera holdingsHome officeAvantax incAvantax advisory services incAvantax investment services incAvantax planning partnersFinancial planning consultantsAvantax president todd mackay

Avantax hits big Cetera branch Farpointe with lawsuit

The previously unreported case reflects shifting dynamics in the channel as the largest tax-focused wealth management firm hits one of its closest rivals with litigation.

United kingdomSan antonioUnited statesJon henschenCasey griffinTodd mackayScott rawlinsStephanie schullerEdward jonesHamburger law firmAsh of the hamburger law firmCambridge investment researchAdvisor group royal alliance associatesAvantax wealth managementBrian sternFarpointe wealth partners

Golden Gate Capital Makes a Bid for Avantax Wealth Management

Golden Gate Capital Makes a Bid for Blucora s Avantax Wealth Management Private equity firm Golden Gate Capital approached Avantax last week, Bloomberg reports, but it s unknown whether the firm will consider a deal. Just ahead of Blucora’s shareholder vote on Wednesday, private equity firm Golden Gate Capital submitted a proposal to acquire Avantax Wealth Management, the tax-centric broker/dealer owned by Blucora, according to an April 20 Bloomberg report. Golden Gate approached Blucora last week, according to Bloomberg, who cites people familiar with the matter. The publication said it could not learn a potential valuation for the wealth management business, which was created from the acquisitions of HD Vest and 1st Global, and it’s unknown whether the firm is considering the bid.

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Former Avantax Advisors Complain of Service Declines, Mounting Fees

Former Avantax Advisors Cite Service Decline, Mounting Fees, Shrinking Payouts Amid a proxy battle with an activist investor, advisors who recently left Avantax say service levels suffered and fees rose after parent company Blucora acquired and combined their broker/dealers. Last month, RIA and investor Ancora started a public proxy battle with executives of Blucora, the parent company of Avantax Wealth Management, the tax-centric broker/dealer created from the acquisitions of HD Vest and 1st Global. Ancora argues Blucora is mismanaging Avantax, resulting in a net loss of 100 advisors over the previous year, and over 700 advisors over the last five years.

United statesJonathan fosterDavid strotherJosh ingramRoger ochsTodd mackayMike kobsFred disantoDeanna larueJohn lammersFinancial solutionsAvantax wealth managementWest texasAvantax president todd mackayAngeles wealth managementNortheast ohio