Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model
August 22, 2023 09:15 ET
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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
August 15, 2023 09:15 ET
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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
August 09, 2023 16:05 ET
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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...
Avantax to Announce Second Quarter 2023 Financial Results Wednesday, August 9, 2023
July 31, 2023 09:15 ET
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Avantax
DALLAS, July 31, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of tax-focused wealth management services, that empowers people to improve their financial wellness, will...
Avantax Earns 2023 Great Place to Work Certification
May 24, 2023 16:15 ET
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Avantax
DALLAS, May 24, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification. Great Place to...
Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer
May 23, 2023 09:15 ET
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Avantax
DALLAS, May 23, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, today announced the promotion of Jennifer Hutchins, CFA®, to Co-Chief Investment...
Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience
May 18, 2023 09:15 ET
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Avantax
DALLAS, May 18, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, today announced the expansion of its business development team adding Bruce...
Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway
May 10, 2023 09:15 ET
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Avantax
DALLAS, May 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, continued to have a robust recruiting pipeline during the first quarter as...
Avantax Reports First Quarter 2023 Results
May 08, 2023 16:05 ET
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Avantax
Avantax continues to post record results in revenue, net new assets and percentage of total client assets held in advisory accounts. Also, for the first time in 7 years, the Company posted organic...
Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team
May 03, 2023 09:15 ET
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Avantax
DALLAS, May 03, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, welcomes Walter “Wally” Pardo, CWS®️, PPC™ and his New Jersey-based Wealth Financial Partners LLC team....