PR Newswire
Carlyle Group and WP Carey Set to Join S&P MidCap 400; Others to Join S&P SmallCap 600
S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600 effective prior to the open of trading on Thursday, November 30:
PR Newswire
Cetera Holdings Announces Close of Avantax Acquisition
Avantax, Inc. (NASDAQ: AVTA) and Cetera Holdings, the holding company of Cetera Financial Group, announced today the successful completion of Cetera's acquisition of Avantax. Avantax is now a unique community within the Cetera family with 3,111 financial professionals, representing $82.3 billion in assets under administration and $42.0 billion in assets under management, as of September 30, 2023. Cetera retained Avantax's legal entities, brand, core technology, product offerings and existing cle
GlobeNewswire
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint FinancialDALLAS, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Joshua B. Heims, AIF®, and Alan Gnoinski and their Lincoln Sparrow Advisors team to the Avantax Community. The financial advisors have approximately $100 million in total client assets as of Se

S&P 500, DOW NOTCH FRESH RECORDS AS KEY U.S. CPI REPORT LOOMS

Avantax, Inc. (AVTA)