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November 02, 2021 09:15 ET | Source: Avantax

Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax’s Employee-based RIA

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...
September 23, 2021 09:00 ET | Source: Avantax

Avantax Welcomes Newest Members of Senior Leadership Team

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...
August 26, 2021 09:00 ET | Source: Avantax

Avantax Completes Acquisition of Headquarters Advisory Group, LLC

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...
August 02, 2021 09:15 ET | Source: Avantax

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

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...
July 22, 2021 09:15 ET | Source: Avantax

Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax Leaders Attending as Featured Panelists

DALLAS, July 22, 2021 (GLOBE NEWSWIRE) -- Avantax℠, a leader in tax-focused financial planning, will be represented by three of its senior leaders at the Financial Services Institute’s (FSI)...
July 20, 2021 09:15 ET | Source: Avantax

Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth

DALLAS, July 20, 2021 (GLOBE NEWSWIRE) -- Avantax℠, the pioneer of tax-focused financial planning, is proud to be a Gold Level sponsor of AICPA Engage 2021 at the Aria Resort & Casino in Las...
June 24, 2021 09:15 ET | Source: Avantax

Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas

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...
June 10, 2021 11:13 ET | Source: Avantax

Avantax Planning Partners Recognizes Affiliate Accomplishments During National Conference

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....