Avantax President Todd Mackay is not just about crunching numbers and tax expertise but about building relationships. Despite the firm's reputation for tax-smart investing, Mackay emphasizes the importance of connections and personalized service in wealth management, according to a recent article in InvestmentNews.

Avantax, founded in 1983, has evolved under various ownerships, including its recent acquisition by Cetera for $1.2 billion.

According to InvestmentNews, under Mackay's leadership, Avantax has regained recruiting momentum by offering competitive incentives and a tax-centric approach to financial planning.

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