Avantax Earns 2023 Great Place to Work Certification
24 mai 2023 16h15 HE
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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
23 mai 2023 09h15 HE
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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...
Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience
18 mai 2023 09h15 HE
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Avantax
DALLAS, May 18, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, today announced the expansion of its business development team adding Bruce...
Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway
10 mai 2023 09h15 HE
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Avantax
DALLAS, May 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, continued to have a robust recruiting pipeline during the first quarter as...
Avantax Reports First Quarter 2023 Results
08 mai 2023 16h05 HE
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Avantax
Avantax continues to post record results in revenue, net new assets and percentage of total client assets held in advisory accounts. Also, for the first time in 7 years, the Company posted organic...
Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team
03 mai 2023 09h15 HE
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Avantax
DALLAS, May 03, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, welcomes Walter “Wally” Pardo, CWS®️, PPC™ and his New Jersey-based Wealth Financial Partners LLC team....
Avantax to Announce First Quarter 2023 Financial Results Monday, May 8, 2023
24 avr. 2023 09h00 HE
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Avantax
DALLAS, April 24, 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 Announces Corrected Probation Factor for Modified Dutch Auction Tender Offer
01 mars 2023 21h37 HE
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Avantax
DALLAS, March 01, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-focused financial solutions, earlier announced the final results of its...
Avantax, Inc. Announces Final Results of Tender Offer
01 mars 2023 08h00 HE
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Avantax
DALLAS, March 01, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-focused financial solutions, announced today the final results of its modified...
Avantax, Inc. Announces Preliminary Results of Tender Offer
27 févr. 2023 08h00 HE
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Avantax
DALLAS, Feb. 27, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-focused financial solutions, announced today the preliminary results of its...