Avantax Sets Record with Approximately $1.7 Billion in Full-Year 2022 Newly Recruited Assets, up Approximately 79% from the Prior Year
February 21, 2023 09:15 ET
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Avantax
DALLAS, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, continued its record-breaking recruiting results during the fourth quarter of 2022, contributing to...
Avantax Reports Fourth Quarter 2022 Results
February 15, 2023 16:15 ET
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Avantax
DALLAS, Feb. 15, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the fourth...
Avantax Appoints Melissa Loner as Chief Compliance Officer
February 08, 2023 09:15 ET
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Avantax
DALLAS, Feb. 08, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, today announced the appointment of Melissa Loner, AIF® as Vice President and Chief Compliance Officer....
Avantax to Announce Fourth Quarter 2022 Financial Results Wednesday, February 15, 2023
February 06, 2023 09:00 ET
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Avantax
DALLAS, Feb. 06, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of tax-focused wealth management services, that empowers people to improve their financial wellness, will...
Avantax, Inc. Commences a Modified Dutch Auction Tender Offer to Repurchase up to $250 Million of its Common Stock
January 27, 2023 07:56 ET
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Avantax
DALLAS, Jan. 27, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA) (formerly known as Blucora, Inc., the “Company”) announced today that it has commenced a modified “Dutch auction” tender offer...
Avantax Wealth Management Hosts 1,100 Affiliates, Educational Partners and Home Office Staff at National Conference in Atlanta
November 30, 2022 09:15 ET
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Avantax
DALLAS, Nov. 30, 2022 (GLOBE NEWSWIRE) -- “Power of Community” drove the Avantax Wealth Management® National Conference 2022 in Atlanta, where the firm hosted 1,100 independent Financial...
20 Acquisitions in 20 Months Fuel Significant Growth of Avantax’s Employee-based RIA Model
November 14, 2022 09:15 ET
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Avantax
DALLAS, Nov. 14, 2022 (GLOBE NEWSWIRE) -- A series of acquisitions has helped the Avantax® employee-based model to significantly grow total client assets and its geographic footprint. Two years ago,...
Avantax Recruiting Success Continues During Third Quarter, Driving Year-to-Date Newly Recruited Assets to Approximately $1.3 Billion
November 08, 2022 09:15 ET
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Avantax
DALLAS, Nov. 08, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, continued its record-breaking recruiting results as 74 independent Financial Professionals affiliated...
Public Accounting Firm Topel Forman Affiliates with Avantax Planning Partners for Wealth Management and Financial Planning Services
September 27, 2022 09:15 ET
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Avantax
DALLAS, Sept. 27, 2022 (GLOBE NEWSWIRE) -- Accounting firm Topel Forman L.L.C. has affiliated with Avantax Planning Partners℠, Avantax’s employee-based RIA (registered investment advisor) to provide...
Avantax Launches its Women’s Advisor Forum to Further Empower Female Financial Professionals
August 29, 2022 09:15 ET
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Avantax
DALLAS, Aug. 29, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, today announced that it has created the Avantax Women’s Advisor Forum to further empower female...