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Avantax executives got golden parachutes for Cetera deal

Avantax executives got golden parachutes for Cetera deal
accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.

Chris waltersTabitha baileyBrandon kawalJohn langstonTodd mackayMarc mehlmanExchange commissionRepublic capital groupCetera holdingsCetera financial groupLincoln financial groupSecurian financial servicesGenstar capital backedAvantax wealth management president todd mackayChief financial officer marc mehlmanChief legal officer tabitha bailey

Avantax executives got golden parachutes for Cetera deal

Avantax executives got golden parachutes for Cetera deal
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

John langstonChris waltersMarc mehlmanBrandon kawalTabitha baileyTodd mackayExchange commissionCetera holdingsSecurian financial servicesCetera financial groupLincoln financial groupRepublic capital groupGenstar capital backedAvantax wealth management president todd mackayChief financial officer marc mehlmanChief legal officer tabitha bailey

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

Cetera offering Securian financial advisors bonuses to stay

The firm also added $15 billion in client assets through recruiting in 2022 just before announcing the largest deal of CEO Adam Antoniades' tenure.

Adam antoniadesRon carsonJon henschenChris hilgerJohn hancockMoody investors serviceCetera advisors networkCetera wealth management groupSecurian financial groupSignator investors to advisor groupCetera advisor networksFinancial planningVoya financialLos angeles based ceteraMinnesota based securianCetera advisor

Advisor Group and Cetera outlooks revised by Moody s to stable

Despite the credit-positive reading by one agency, the IBDs are competing against less leveraged rivals.

Larry rothJeff buchheisterJamie priceFadi abdel massihShampa bhattacharyaYevgeny konovalovAdvisor group holdingAdvisor groupLadenburg thalmannReverence capital advisor groupCetera financial groupMoody investors servicesInvestors servicesFinancial groupFitch ratingReverence capital partners owned advisor group