Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax’s Employee-based RIA
November 02, 2021 09:15 ET
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Avantax
DALLAS, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has acquired Pennsylvania-based Warner Finance, with approximately $258 million in total client assets...
Blucora to Announce Third Quarter 2021 Financial Results on Thursday, November 4, 2021
October 20, 2021 09:00 ET
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Blucora, Inc.
DALLAS, Oct. 20, 2021 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ: BCOR), a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their...
Avantax Welcomes Newest Members of Senior Leadership Team
September 23, 2021 09:00 ET
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Avantax
DALLAS, Sept. 23, 2021 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has added Chief of Staff, Holly Manton, and Vice President of Software Engineering, Suman Aluru, to...
Avantax Completes Acquisition of Headquarters Advisory Group, LLC
August 26, 2021 09:00 ET
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Avantax
DALLAS, Aug. 26, 2021 (GLOBE NEWSWIRE) -- Avantax℠, a leader in tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately...
Blucora Announces Second Quarter 2021 Results
August 04, 2021 06:30 ET
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Blucora, Inc.
DALLAS, Aug. 04, 2021 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the second...
Avantax Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand Avantax’s In-house RIA to Northeast
August 02, 2021 09:15 ET
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Avantax
DALLAS, Aug. 02, 2021 (GLOBE NEWSWIRE) -- Avantax℠, a leader in tax-focused financial planning, has agreed to acquire New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1...
Blucora to Announce Second Quarter 2021 Financial Results on Wednesday, August 4, 2021
July 21, 2021 08:30 ET
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Blucora, Inc.
DALLAS, July 21, 2021 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ: BCOR), a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their...
Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas
June 24, 2021 09:15 ET
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Avantax
DALLAS, June 24, 2021 (GLOBE NEWSWIRE) -- Avantax Wealth Management℠, part of Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax-focused financial solutions, welcomed nearly...
Blucora Expects Tax Software Segment to Exceed Second Quarter and Full-Year 2021 Expectations
June 15, 2021 06:00 ET
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Blucora, Inc.
DALLAS, June 15, 2021 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced that the Company expects its tax...
Avantax Planning Partners Recognizes Affiliate Accomplishments During National Conference
June 10, 2021 11:13 ET
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Avantax
DALLAS, June 10, 2021 (GLOBE NEWSWIRE) -- Avantax Planning Partners℠, a fast-growing, CPA-focused registered investment advisor (“RIA”) and part of the wealth management business of Blucora, Inc....