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New Jersey Financial News
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Articles
About
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Cetera Paid $1.2B For Avantax. The Tax Channel Was The Real Prize.
Wealth Management Charles Cooke 8/13/26 Wealth Management Charles Cooke 8/13/26

Cetera Paid $1.2B For Avantax. The Tax Channel Was The Real Prize.

Cetera paid $1.2B for Avantax despite modest assets per advisor. The real prize was its tax-focused advisor and CPA distribution network.

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Wealth Enhancement Hit 100 Acquisitions. Now The Harder Part Begins
Wealth Management Charles Cooke 7/10/26 Wealth Management Charles Cooke 7/10/26

Wealth Enhancement Hit 100 Acquisitions. Now The Harder Part Begins

Wealth Enhancement acquired Wise Wealth, marking its 100th acquisition and showing how RIA consolidators are turning scale into a service model.


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