Avantax Planning Partners

$1.2B Acquisition of Dallas-Based Avantax Closed by Cetera

by | Nov 28, 2023
Via the all-cash, take-private deal, Avantax has become a standalone business unit within the San Diego-based Cetera family, with 3,111 financial professionals representing $82.3 billion in assets under administration and $42 billion in assets under management.
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