Avantax Welcomes Maestro Wealth Advisors, LLC
April 13, 2021 13:26 ET
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Avantax Wealth Management, Inc
DALLAS, April 13, 2021 (GLOBE NEWSWIRE) -- Avantax, the wealth management business of Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax-focused financial solutions,...
Avantax Welcomes Legacy Capital Advisors, LLC
April 07, 2021 12:00 ET
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Avantax Wealth Management, Inc
Atlanta-based firm with $126 million1 in total client assets DALLAS, April 07, 2021 (GLOBE NEWSWIRE) -- Avantax, the wealth management business of Blucora, Inc. (NASDAQ: BCOR), a leading provider...
Avantax Acquires GuideVine Technologies, Inc.
March 30, 2021 09:09 ET
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Avantax Wealth Management, Inc
DALLAS, March 30, 2021 (GLOBE NEWSWIRE) -- Avantax, the wealth management business of Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax-focused financial solutions, has...
Avantax Wealth Management Further Strengthens Leadership Team
March 18, 2021 08:30 ET
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Avantax Wealth Management, Inc
DALLAS, March 18, 2021 (GLOBE NEWSWIRE) -- Avantax Wealth Management℠ has expanded its Senior Leadership Team by adding three financial services industry veterans who are committed to supporting the...
Avantax Wealth Management’s Davin Carey Recognized by Forbes Among Top Wealth Advisors in California
March 11, 2021 08:30 ET
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Avantax Wealth Management, Inc
DALLAS, March 11, 2021 (GLOBE NEWSWIRE) -- Avantax Wealth Management℠ Financial Professional Davin Carey was named among the best advisors in California by Forbes Magazine, earning a spot on the...
HK Financial Services Rebrands as Avantax Planning Partners, Keeping the Same Powerful Value Proposition for Accounting Firms
January 04, 2021 06:30 ET
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Avantax Wealth Management, Inc
Avantax Planning Partners℠ and its RIA model serve CPAs holistically with turnkey tax, wealth management, client development and financial planning services DALLAS, Jan. 04, 2021 (GLOBE NEWSWIRE)...