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Ascensus Names Marc Mehlman New Chief Financial Officer

Ascensus Names Marc Mehlman New Chief Financial Officer
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David mustoMarc mehlmanThomson reuterKate brennanSanfordc bernsteinThomson reuters corporationLeonardn stern school of businessScientific divisionAscensus operating committeeBinghamton universityIndustry finance veteran brings expertiseGrowth strategyChief financialAscensus chairAvantax wealth managementStrategic corporate

Cetera Closes on Acquisition of Avantax | Wealth Management

The deal takes Avantax private, and the tax-focused firm will operate as a separate division within Cetera.

Tabitha baileyMarc mehlmanMike durbinChris waltersCetera holdingsCetera financial specialistTreasurer marc mehlmanChief legal officerCorporate secretary tabitha bailey

Avantax Shareholders Approve Sale to Cetera

Avantax shareholders voted in favor of the previously-announced deal to sell the company to Cetera, according to SEC filings.

Marc mehlmanTabitha baileyChris waltersCetera holdingsTreasurer marc mehlmanChief legal officerCorporate secretary tabitha baileyEngine capitalFocus financial partners

Avantax CEO Chris Walters to Step Down After Merger With Cetera

The news comes as Avantax faces three lawsuits and demand letters from purported stockholders of the company.

Tabitha baileyMarc mehlmanChris waltersCetera holdingsTreasurer marc mehlmanChief legal officerCorporate secretary tabitha baileyFinancial professionalsDemand lettersProxy statementCurrent reportFinancial partners

Avantax-Cetera trade secrets case drags on | Financial Planning

Avantax-Cetera trade secrets case drags on | Financial Planning
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United statesDallas countyTabitha baileyTodd mackayChris waltersDochtor kennedyMarc mehlmanCetera holdingsCetera financial groupDallas county courtDallas based avantaxCetera financial specialistsCetera investment advisersFarpointe wealth partnersAvantax wealth managementFinancial planning

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