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After the defeat of an activist shareholder and a report that its wealth manager received an acquisition offer, a midsize...
Avantax
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An activist investor aiming to overhaul a midsize wealth manager’s parent firm is appealing directly to the firm’s advisors for...
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HK Financial Services (“HKFS”), a fast-growing, CPA-focused registered investment advisor (“RIA”), has been rebranded Avantax Planning Partners and will operate...
