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Mike Durbin
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.
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When it comes to electric vehicle production, a profound opportunity is emerging that promises to reshape the global supply chain. Key to seizing this opportunity is re-shoring critical magnetic materials to the U.S.,...
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Loredo will assume responsibility for driving overall performance of the brand’s U.S....
Dallas-based iDonate has appointed Matt Kern as the new chief financial officer and head of operations for the provider of online fundraising software for nonprofits.
Joining Kern at iDonate are Kristi Collins, vice president of customer success and support, with over 19 years of industry experience, and Adam O’Brien, vice president of marketing, who has 15 years of B2B enterprise leadership....
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