Avantax posts record newly recruited assets

Avantax welcomed more than 150 independent Financial Professionals during the first three quarters of 2023 as advisor appetite remains high for aligning with Avantax’s deep pool of tax professionals and accounting practices. “We had an incredible third quarter and I’m proud of how we continue attracting Financial Professionals, including licensed tax professionals; they’re obviously seeing the value in Avantax having firmly planted our flag in tax-intelligent financial planning,” said Tim Stewart, VP and Head of Business Development at Avantax. “We have kept strong traction with prospects because they like that Avantax is the leader in tax-focused financial planning, and they want to join like-minded peers in our amazing Avantax Community.”