Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
12 oct. 2023 09h15 HE
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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
10 oct. 2023 09h15 HE
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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
19 sept. 2023 09h15 HE
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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% –...
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
11 sept. 2023 08h30 HE
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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 ...
Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
06 sept. 2023 09h15 HE
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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...
Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
24 août 2023 09h15 HE
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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...
Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards
23 août 2023 09h15 HE
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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...
Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model
22 août 2023 09h15 HE
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Avantax
DALLAS, Aug. 22, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth...
Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service
15 août 2023 09h15 HE
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Avantax
DALLAS, Aug. 15, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomed more than 100 independent Financial Professionals during the first two...
Avantax Reports Second Quarter 2023 Results
09 août 2023 16h05 HE
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Avantax
DALLAS, Aug. 09, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-intelligent financial solutions, today announced financial results for the...