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% –...
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
September 11, 2023 08:30 ET
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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
September 06, 2023 09:15 ET
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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
August 24, 2023 09:15 ET
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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
August 23, 2023 09:15 ET
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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...