$AVTA News
Last published 2y ago
- 2y agoAVTASNDATATSonida Announces General Counsel TransitionBusiness WireSonida Senior Living, Inc. ("Sonida" or the "Company") (NYSE:SNDA), a leading owner, operator and investor in senior living communities, announced today that Tabitha Bailey will be appointed senior vice president and
- 2y agoAVTACetera Holdings Announces Close of Avantax AcquisitionPR NewswireAvantax, Inc. (NASDAQ: AVTA) and Cetera Holdings, the holding company of Cetera Financial Group, announced today the successful completion of...
- 2y agoAVTAAvantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client AssetsGlobeNewswireDALLAS, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Joshua B. Heims, AIF®, and Alan Gnoinski and their Lincoln Sparrow Advisors team
- 2y agoAVTAAvantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax CommunityGlobeNewswireDALLAS, 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 Office staff,
- 3y agoAVTAAvantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps GrowingGlobeNewswireDALLAS, 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 three quarters of
- 3y agoAVTAAvantax Reports Third Quarter 2023 ResultsGlobeNewswireDALLAS, 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 quarter ended
- 3y agoAVTAFinancial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLCGlobeNewswireDALLAS, 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 back to Avantax
- 3y agoAVTAAvantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management GroupGlobeNewswireDALLAS, 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 Wealth
- 3y agoAVTAAvantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning's IBD Elite 2023 StudyGlobeNewswireDALLAS, 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% – when compared
- 3y agoAVTADMSCUTWNKMoore Kuehn Encourages SCU, TWNK, AVTA, and DM Investors to Contact Law FirmGlobeNewswireNEW YORK, Sept. 13, 2023 (GLOBE NEWSWIRE) -- Moore Kuehn, PLLC, a law firm focusing in securities litigation located on Wall Street in downtown New York City, is investigating potential claims concerning whether the
- 3y agoAVTAAVTA Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of Avantax to Cetera Financial GroupGlobeNewswireMONSEY, N.Y., Sept. 11, 2023 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the $26.00 per share in cash pursuant to which Avantax, Inc. (NASDAQ:AVTA) ("Avantax") has
- 3y agoAVTAAvantax Enters into Definitive Agreement to be Acquired by Cetera HoldingsGlobeNewswireAvantax 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 To Operate as a
- 3y agoAVTAAvantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client AssetsGlobeNewswireDALLAS, 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 services firm
- 3y agoAVTAAvantax Welcomes CFR Capital with $120 Million in Total Client AssetsGlobeNewswireDALLAS, 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 approximately $120
- 3y agoAVTAAvantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com "Wealthies" Industry AwardsGlobeNewswireDALLAS, 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 2023 Industry
- 3y agoAVTAAvantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax's Employee-based ModelGlobeNewswireDALLAS, 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 management firm with
- 3y agoAVTAAvantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior ServiceGlobeNewswireDALLAS, 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 quarters of
- 3y agoAVTAAvantax, Inc. (AVTA) Q2 2023 Earnings Call TranscriptEarnings Call Transcripts
- 3y agoAVTAAvantax Reports Second Quarter 2023 ResultsGlobeNewswireDALLAS, 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 second quarter ended
- 3y agoAVTAAvantax to Announce Second Quarter 2023 Financial Results Wednesday, August 9, 2023GlobeNewswireDALLAS, 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 announce its second
- 3y agoAVTALPLAEngine Capital Issues Letter to the Board of Directors of Avantax Regarding the Urgent Need to Explore Strategic AlternativesBusiness WireOutlines 10 Reasons Why Engine Believes Now is the Right Time for Avantax to Publicly Commit to a Formal Strategic Alternatives Process to Maximize Value for All Stockholders Asserts a Sale Can Unlock Between $27 and
- 3y agoAVTAAvantax Earns 2023 Great Place to Work CertificationGlobeNewswireDALLAS, 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 Work is the
- 3y agoAVTAAvantax Promotes Jennifer Hutchins to Co-Chief Investment OfficerGlobeNewswireDALLAS, 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 Officer
- 3y agoAVTAAvantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of ExperienceGlobeNewswireDALLAS, 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 Tuckey and Dave
- 3y agoAVTAAvantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth PathwayGlobeNewswireDALLAS, 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 growth-minded
- 3y agoAVTAAvantax Reports First Quarter 2023 ResultsGlobeNewswireAvantax 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 growth in our FP
- 3y agoAVTAAvantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners TeamGlobeNewswireDALLAS, 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
- 3y agoAVTAAvantax to Announce First Quarter 2023 Financial Results Monday, May 8, 2023GlobeNewswireDALLAS, April 24, 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 announce its first
- 3y agoAVTASEMRSemrush Continues Growth Trajectory with Two Board of Director Appointments and new Chief Financial OfficerBusiness WireSemrush (NYSE:SEMR), a leading online visibility management SaaS platform, has appointed Anna Baird and Steven Aldrich to its board as independent, non-executive directors, and Brian Mulroy as incoming Chief Financial
- 3y agoAVTAAvantax Announces Corrected Probation Factor for Modified Dutch Auction Tender OfferGlobeNewswireDALLAS, March 01, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ:AVTA), a leading provider of technology-enabled, tax-focused financial solutions, earlier announced the final results of its modified "Dutch auction"
- 3y agoAVTAAvantax, Inc. Announces Final Results of Tender OfferGlobeNewswireDALLAS, March 01, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ:AVTA), a leading provider of technology-enabled, tax-focused financial solutions, announced today the final results of its modified "Dutch auction"
- 3y agoAVTAAvantax, Inc. Announces Preliminary Results of Tender OfferGlobeNewswireDALLAS, Feb. 27, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ:AVTA), a leading provider of technology-enabled, tax-focused financial solutions, announced today the preliminary results of its modified "Dutch auction"
- 3y agoAVTAAvantax Sets Record with Approximately $1.7 Billion in Full-Year 2022 Newly Recruited Assets, up Approximately 79% from the Prior YearGlobeNewswireDALLAS, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, continued its record-breaking recruiting results during the fourth quarter of 2022, contributing to full-year 2022
- 3y agoAVTAAvantax Reports Fourth Quarter 2022 ResultsGlobeNewswireDALLAS, Feb. 15, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ:AVTA), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the fourth quarter ended
- 3y agoAVTAAvantax Appoints Melissa Loner as Chief Compliance OfficerGlobeNewswireDALLAS, Feb. 08, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, today announced the appointment of Melissa Loner, AIF® as Vice President and Chief Compliance Officer. With
- 3y agoAVTAAvantax to Announce Fourth Quarter 2022 Financial Results Wednesday, February 15, 2023GlobeNewswireDALLAS, Feb. 06, 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 announce its fourth
- 3y agoAVTABCORAvantax, Inc. Commences a Modified Dutch Auction Tender Offer to Repurchase up to $250 Million of its Common StockGlobeNewswireDALLAS, Jan. 27, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ:AVTA) (formerly known as Blucora, Inc., the "Company") announced today that it has commenced a modified "Dutch auction" tender offer (the "Tender Offer")
- 3y agoAVTABCORAvantax Announces Appointment of Tabitha Bailey as Chief Legal Officer and Corporate SecretaryGlobeNewswireDALLAS, Jan. 26, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ:AVTA) (formerly known as Blucora, Inc.
- 3y agoBCORAVTABlucora Announces New Corporate Name and Ticker SymbolGlobeNewswireDALLAS, Jan. 25, 2023 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of tax-focused wealth management services, today announced a corporate name change to Avantax, Inc. and a change of its NASDAQ