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.
A UBS Advisor Left For LPL. The Model Matters More Than The Move.
LPL’s Oxford Oaks Capital hire from UBS shows how Linsco is using employee support, autonomy and technology to recruit veteran advisors.
Carson, IFG And Whittier Are Building The New Advisor Support Stack
Carson, IFG and Whittier Trust made key hires showing why advisor support, estate planning and tax depth now drive growth.