Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
May 01, 2024 10:03 ET
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Avantax
Acquisition of Integrated Tax & Wealth Strategies’ $760 million wealth management business complements Avantax’s succession and buyout options.
Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community
March 27, 2024 09:25 ET
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Avantax
Financial advisors Heidi and Nic Irwin transfer to Avantax Wealth Management from Edward Jones.
Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets
December 13, 2023 09:15 ET
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Avantax
DALLAS, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Stephen Whyte, E.A., and his four-generation firm, Whyte &...
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
November 21, 2023 09:15 ET
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Avantax
DALLAS, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Joshua B. Heims, AIF®, and Alan Gnoinski and their Lincoln Sparrow...
Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community
November 16, 2023 09:15 ET
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Avantax
DALLAS, Nov. 16, 2023 (GLOBE NEWSWIRE) -- Avantax® conducted its largest-ever National Conference in Chicago attended by more than 1,100 Financial Professionals, Wealth Management Assistants, Home...
Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
November 09, 2023 09:15 ET
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Avantax
DALLAS, Nov. 09, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomed more than 150 independent Financial Professionals during the first...
Avantax Reports Third Quarter 2023 Results
November 06, 2023 07:30 ET
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Avantax
DALLAS, Nov. 06, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-intelligent financial solutions, today announced financial results for the third...
Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
October 12, 2023 09:15 ET
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Avantax
DALLAS, Oct. 12, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes back veteran financial advisor Aaron Watson who said he transferred...
Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
October 10, 2023 09:15 ET
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Avantax
DALLAS, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Bob Ervolina, J.D., Certified Wealth Strategist®, and his Lifetime...
Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study
September 19, 2023 09:15 ET
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Avantax
DALLAS, Sept. 19, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, has the second-highest ratio of women as a percentage of producing reps – 24% –...