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Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community
16 nov. 2023 09h15 HE | 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...
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Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
09 nov. 2023 09h15 HE | 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...
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Avantax Reports Third Quarter 2023 Results
06 nov. 2023 07h30 HE | 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...
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Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
12 oct. 2023 09h15 HE | 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...
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Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
10 oct. 2023 09h15 HE | 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...
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Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study
19 sept. 2023 09h15 HE | 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% –...
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Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
11 sept. 2023 08h30 HE | Avantax
Avantax Stockholders to Receive $26.00 Per Share in Cash Avantax Financial Professionals and Accounting Firms to Expand and Enhance Cetera’s Wealth Management Group Ecosystem ...
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Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
06 sept. 2023 09h15 HE | Avantax
DALLAS, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Comprehensive Financial Services (CFS), a California-based financial...
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Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
24 août 2023 09h15 HE | Avantax
DALLAS, Aug. 24, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes CFR Capital Group, an Arizona-based financial services firm with...
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Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards
23 août 2023 09h15 HE | Avantax
DALLAS, Aug. 23, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, announced today that it has been named a finalist in the WealthManagement.com...