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Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company. 2020 Avantax acquired all of the issued and outstanding common stock of HFKS. 2021 Avantax announced the rebranding of HKFS to Avantax Planning Partners. 2023
The firm was founded by American International Group (AIG) in 2002. In 2016, Lightyear Capital, LLC and PSP Investments bought the then named AIG Advisor Group from AIG. [5] In 2019, Reverence Capital Partners bought Advisor Group for $2.3 billion. [6]
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Columbia Threadneedle Investments; Commerce Bancshares; Commonwealth Financial Network; Compustat; Connect (financial services company) Corebridge Financial; Country Financial; Creative Planning; Credit Acceptance; Credit Solutions of America; Cynergy Data
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Growth was led by cars and parts, online shopping, sporting goods, and building materials. Clothes and grocery saw modest declines. Card spending data is holding up.From JPMorgan: “As of 10 Dec ...