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Osaic Super OSJ Rolls Out Affiliation Model for Fee-Only RIAs

Rita Robbins sees an opportunity to bring Affiliated Advisors' service model to fee-only advisory firms bogged down in “the muddy middle.”

United kingdomAndrew blakeRaymond jamesRita robbinsEd swensenFidelity national financial servicesCerulli associatesAffiliated advisorsDynasty financial partnersNational financialAffiliated advisorCerulli edge

MassMutual B-D gooses advisors with new bonus

MassMutual B-D gooses advisors with new bonus
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United kingdomUnited statesInvestors servicesMassachusetts mutual life insurance coExchange commissionCambridge investment research incFidelity national financial servicesNational financial servicesCambridge investment research

Avantax CEO in line to receive $21 6 million golden parachute

Avantax CEO Christopher Walters could walk away from Cetera's purchase of the firm with a golden parachute worth $21.6 million.

Christopher waltersTodd mackayAvantax investment services incCetera holdingsFinancial holdings incFidelity national financial servicesAvantax incExchange commissionCetera financial groupNew yearHoldings incNational financialFinancial groupGenstar capital

Cetera to offer Avantax advisors slim bonuses to none at all

It looks as though very few Avantax advisors will get stay bonuses from Cetera Holdings as it acquires the firm later this year.

Fidelity national financial servicesWhile cetera holdingsAvantax investment services incAvantax incCetera financial groupNew yearNational financialFinancial groupGenstar capital

Account fees, bonuses likely topics at Cetera, Avantax confab

Cetera management will hold a webinar Thursday with Avantax advisors to talk about issues related to its acquisition of the firm.

United statesAdam antoniadesMike durbinChris waltersJodie papikeTodd mackayAvantax investment services incCetera financial holdingsCetera financial groupFidelity national financial servicesExchange commissionCetera holdingsAvantax incNational financialFinancial groupAvantax wealth

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