Latest News and Press Releases

MEDIA, Pa., Dec. 04, 2024 (GLOBE NEWSWIRE) -- Barsz Gowie Amon & Fultz LLC (BGA&F), a full-service accounting and advisory firm, is pleased to announce its merger with William E. Howe &...

Dublin, Nov. 08, 2024 (GLOBE NEWSWIRE) -- The "Personal Finance Apps Market Report 2024" report has been added to ResearchAndMarkets.com's offering.This Personal Finance Apps market report covers...

Optifino inks partnership deal with Ryan to unlock new tax optimization strategies with tailored life insurance optimized for client goals

Avantax Welcomes Noble Oak Financial and Financial Professionals Josh Linton, Mike Koltz and Danielle Boutwell.

Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets

Avantax welcomes advisor Erin Hinzmann previously with Ameriprise where she had approximately $120 million in client assets under administration.

Avantax acquires Pennsylvania-based firm adding 10-person, $400-million practice to Avantax’s employee-based model

Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference

Financial advisors Heidi and Nic Irwin transfer to Avantax Wealth Management from Edward Jones.

Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and...