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Alts News

Avantax Recruits $200 Million Veteran Advisor from LPL

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Avantax, a tax-focused financial planning firm, has recruited Sullivan Financial Services Inc., a Las Vegas-based firm led by veteran financial advisor Tom Sullivan, who...
Alts News

Blucora’s Avantax to Buy $1.1 Billion New Jersey-Based RIA

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Avantax, a tax-focused financial planning firm, has agreed to acquire Headquarters Advisory Group LLC, a New Jersey-based registered investment advisor with approximately $1.1 billion...
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