The Massachusetts Supreme Court ruling against the online trading app last month could create “more breathing room” for other states to follow through on their own fiduciary regulations.
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One way to mitigate the impact of a failed exchange is “tax straddling,” which involves timing the exchange so the sale falls in one tax year and the receipt of proceeds in the following year.
In a flash poll conducted by WealthManagement.com, a number of Avantax advisors—weary of yet another ownership change and leadership turmoil—said the acquisition by Cetera makes them more likely to consider changing firms; a smaller group expects improvements from the new owner's scale and stability.
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