Frequently Asked Questions

I signed a retention agreement. Do I need to wait to transition until my retention agreement has expired?

Not necessarily. Your transition options need to be reviewed.


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Avantax Promotes More Than Tax Smart Investing in New Push

March 28th, 2024
Avantax President Todd Mackay is not just about crunching numbers and tax expertise but about building relationships. Despite the firm's reputation...

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Florida Merrill Lynch Team Transitions to Independent Practice With Adde...

March 27th, 2024
Grafton Wealth Advisors, a team from Merrill Lynch managing $580 million in client assets, has departed the wirehouse to establish an independent p...

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Cetera Financial Group Gears Up for Potential IPO

March 26th, 2024
Cetera Financial Group may be considering an initial public offering (IPO) within the next five years. According to InvestmentNews, this move would...

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