First Oklahoma Advisory Group, which manages nearly $240 million in Tulsa, Oklahoma, and Dahle’s Financial Services, which manages $110 million in West Jordan, Utah, have switched affiliations from Avantax to Cetera. The two practices, each of which had been affiliated ...

First Legacy Wealth Management, a three-adviser team managing $400 million, has switched its broker-dealer affiliation and corporate registered investment adviser platform from Avantax Investment Services, part of Blucora, to LPL Financial. InvestmentNews wants to hear from you! Please take a ...

Blucora Inc. Wednesday reported a 7% year-over-year decline in the number of financial advisers registered with its broker-dealer and registered investment adviser business, Avantax, but said adviser productivity, in term of revenue per adviser during the quarter, increased 49% on ...

Avantax, the wealth management arm of Blucora, a Dallas-based financial technology firm, has agreed to acquire Parsippany, New Jersey-based Headquarters Advisory Group, a registered investment adviser managing approximately $1.1 billion in assets. The transaction, terms of which were not disclosed, ...