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August 10, 2022 09:15 ET | Source: Avantax

Avantax Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm’s Full-Year 2021 Results

DALLAS, Aug. 10, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, continued its strong recruiting results during the second quarter of 2022, with approximately $514...
June 28, 2022 09:15 ET | Source: Avantax

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida

DALLAS, June 28, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®,...
June 16, 2022 09:15 ET | Source: Avantax

Avantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference

DALLAS, June 16, 2022 (GLOBE NEWSWIRE) -- Avantax Planning Partners℠, an in-house/employee-based RIA (registered investment advisor) that partners with CPA firms to provide clients with holistic...
June 06, 2022 09:15 ET | Source: Avantax

Avantax Welcomes ATS Advanced Trustee Strategies with Over $400 Million in Total Client Assets

DALLAS, June 06, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, welcomes ATS Advanced Trustee Strategies, an elite firm based in San Diego, California, with over $400...
May 09, 2022 16:15 ET | Source: Avantax

Avantax Posts Record-setting Recruiting Results During the First Quarter of 2022 with approximately $529 Million in Recruited Assets

DALLAS, May 09, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, continued its strong recruiting results during the first quarter of 2022 as dozens of Financial...
April 27, 2022 09:15 ET | Source: Avantax

Avantax Adds Veteran Business Development Leader Elvis Medica as Success Grows Recruiting Highly Productive Financial Professionals

DALLAS, April 27, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has hired Elvis Medica as Business Development Director to help further accelerate the company’s...
March 23, 2022 09:15 ET | Source: Avantax

Avantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets

DALLAS, March 23, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, welcomes Sullivan Financial Services, Inc., an elite firm based in Las Vegas, Nevada, with more than...
February 17, 2022 09:00 ET | Source: Avantax

Avantax Acquires Gene Bell & Associates, Expanding Employee-based RIA Footprint to the Northwest

DALLAS, Feb. 17, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has acquired Washington-based Gene Bell & Associates. The transaction expands the presence of...
January 25, 2022 09:00 ET | Source: Avantax

Avantax President Todd Mackay to Open Annual FSI OneVoice Conference

DALLAS, Jan. 25, 2022 (GLOBE NEWSWIRE) -- Avantax® President Todd Mackay will welcome hundreds of financial services firm executives to the Financial Services Institute’s (FSI) OneVoice 2022...
December 20, 2021 16:05 ET | Source: Avantax

Avantax Works with the SEC to Settle 1st Global Regulatory Matter

DALLAS, Dec. 20, 2021 (GLOBE NEWSWIRE) -- Avantax® reported today that it has entered into a settlement with the U.S. Securities and Exchange Commission (SEC) on behalf of 1st Global Advisors, Inc.,...