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Avantax Planning Partners
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.
$1.2B Acquisition of Dallas-Based Avantax Closed by Cetera
by Lance Murray | 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.
Trending
North Texas is a big place, with plenty to do, see, hear, and watch. We scour the internet every week to find events and activities for you. As always, things may change at any time, so be sure to check the official website or registration page for the latest details....
Nominate Now for AI 75 2025: Dallas‑Fort Worth’s ‘Most Innovative’ People in Artificial Intelligence
Forget following the curve—Dallas-Fort Worth is charting its own path in artificial intelligence. From applied AI to cutting-edge research to pioneering platforms, our region is fertile ground for advancing the algorithmic age....
What do the Dallas Mavericks, Texas Instruments, State Farm, Lennox and over 700 other companies have in common?
They’ve all discovered that their next big idea might come from a college classroom....
Veteran marketing executive Michelle Lanter Smith has been hired as chief marketing officer at Fort Worth-based TimelyCare, a virtual health and well-being provider for higher education.
The company said that Smith will drive brand engagement and revenue growth through innovation, data-driven marketing strategies, and talent cultivation....
Addison-based E2open Parent Holdings Inc. has promoted Pawan Joshi to chief strategy officer, a new executive role responsible for driving corporate strategy and growth through strategic client engagement and break-through innovation, the company said....
Southlake-based men’s grooming salon chain Boardroom Styling Lounge began its 20th year with the appointment of Jeff Helfgott as its new chief executive officer.
Helfgott brings a wealth of knowledge and more than a decade of experience helping companies succeed through building effective relationships, the company said....
Trending
North Texas is a big place, with plenty to do, see, hear, and watch. We scour the internet every week to find events and activities for you. As always, things may change at any time, so be sure to check the official website or registration page for the latest details....
Nominate Now for AI 75 2025: Dallas‑Fort Worth’s ‘Most Innovative’ People in Artificial Intelligence
Forget following the curve—Dallas-Fort Worth is charting its own path in artificial intelligence. From applied AI to cutting-edge research to pioneering platforms, our region is fertile ground for advancing the algorithmic age....
What do the Dallas Mavericks, Texas Instruments, State Farm, Lennox and over 700 other companies have in common?
They’ve all discovered that their next big idea might come from a college classroom....
Veteran marketing executive Michelle Lanter Smith has been hired as chief marketing officer at Fort Worth-based TimelyCare, a virtual health and well-being provider for higher education.
The company said that Smith will drive brand engagement and revenue growth through innovation, data-driven marketing strategies, and talent cultivation....
Addison-based E2open Parent Holdings Inc. has promoted Pawan Joshi to chief strategy officer, a new executive role responsible for driving corporate strategy and growth through strategic client engagement and break-through innovation, the company said....
Southlake-based men’s grooming salon chain Boardroom Styling Lounge began its 20th year with the appointment of Jeff Helfgott as its new chief executive officer.
Helfgott brings a wealth of knowledge and more than a decade of experience helping companies succeed through building effective relationships, the company said....
