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.
Cetera’s Growth Guarantee Is Small Money With A Big Recruiting Message
Cetera’s Growth Guarantee turns advisor recruiting into a measurable growth promise, but the refund, limits and compliance details matter.