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Avantax
In PWD coverage since September 17, 2026 · 1 story
-34Talent net · 12 months3 in · 37 out
Talent flow · 12 monthsOn the wire →
Net -34 · 3 arrivals · 37 departures
Arrivals
Advisor
Sep 29 · from Avantax Planning Partners
Advisor
Sep 29 · from Avantax Planning Partners
Advisor
Sep 29 · from Avantax Planning Partners
Departures
Advisor
Sep 30 · to CETERA PLANNING PARTNERS
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
Advisor
Sep 10 · destination pending
PWD coverage
Moves
Sanctuary staffs the benches that decide which wirehouse teams leave
Three senior hires across estate planning, M&A and growth marketing reveal what a platform now has to sell before a breakaway signs.