Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
September 11, 2023 08:30 ET
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Avantax
Avantax Stockholders to Receive $26.00 Per Share in Cash Avantax Financial Professionals and Accounting Firms to Expand and Enhance Cetera’s Wealth Management Group Ecosystem ...
Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
September 06, 2023 09:15 ET
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Avantax
DALLAS, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Comprehensive Financial Services (CFS), a California-based financial...
Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
August 24, 2023 09:15 ET
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Avantax
DALLAS, Aug. 24, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes CFR Capital Group, an Arizona-based financial services firm with...
Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards
August 23, 2023 09:15 ET
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Avantax
DALLAS, Aug. 23, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, announced today that it has been named a finalist in the WealthManagement.com...
Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model
August 22, 2023 09:15 ET
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Avantax
DALLAS, Aug. 22, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth...
Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service
August 15, 2023 09:15 ET
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Avantax
DALLAS, Aug. 15, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomed more than 100 independent Financial Professionals during the first two...
Avantax Reports Second Quarter 2023 Results
August 09, 2023 16:05 ET
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Avantax
DALLAS, Aug. 09, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-intelligent financial solutions, today announced financial results for the...
Avantax to Announce Second Quarter 2023 Financial Results Wednesday, August 9, 2023
July 31, 2023 09:15 ET
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Avantax
DALLAS, July 31, 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 Earns 2023 Great Place to Work Certification
May 24, 2023 16:15 ET
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Avantax
DALLAS, May 24, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification. Great Place to...
Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer
May 23, 2023 09:15 ET
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Avantax
DALLAS, May 23, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, today announced the promotion of Jennifer Hutchins, CFA®, to Co-Chief Investment...