$BCOR News

Last published 3y ago

3y agoAVTA BCORAvantax, 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 agoAVTA BCORAvantax 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 agoBCOR AVTABlucora 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
3y agoBCORBlucora Enters into $270 Million Amended and Restated Credit FacilityGlobeNewswireDALLAS, Jan. 24, 2023 (GLOBE NEWSWIRE) -- Blucora, Inc. ("Blucora" or the "Company") (NASDAQ:BCOR) announced today that the Company and certain of its wholly-owned subsidiaries entered into a credit agreement (the
3y agoBCORBlucora Acknowledges Director Nomination Notice from Engine CapitalGlobeNewswireCompany Has Successfully Unlocked Significant Value for Stockholders Through Sale of TaxAct and is Now a Pure-Play Wealth Management Company Company Confirms Previously Announced Plans to Return Significant Capital to
3y agoBCORBlucora Announces Closing of TaxAct SaleGlobeNewswireCompany Plans to Return $400 - $450 Million of Capital to Shareholders through a $250 Million Modified Dutch Auction Tender Offer and Additional Share Buyback Authorization of up to $200 Million Announces Reduction in
3y agoBCORAvantax Wealth Management Hosts 1,100 Affiliates, Educational Partners and Home Office Staff at National Conference in AtlantaGlobeNewswireDALLAS, Nov. 30, 2022 (GLOBE NEWSWIRE) -- "Power of Community" drove the Avantax Wealth Management® National Conference 2022 in Atlanta, where the firm hosted 1,100 independent Financial Professionals, Wealth
3y agoMETA BCOR HRB GOOGLTax prep software sent back personal consumer data to Meta and Google, report saysCNBCSending such information violates Meta's policies and a spokesperson said its system is designed to filter out potentially sensitive data.
3y agoBCOR20 Acquisitions in 20 Months Fuel Significant Growth of Avantax's Employee-based RIA ModelGlobeNewswireDALLAS, Nov. 14, 2022 (GLOBE NEWSWIRE) -- A series of acquisitions has helped the Avantax® employee-based model to significantly grow total client assets and its geographic footprint. Two years ago, Avantax's
4y agoBCORAvantax Recruiting Success Continues During Third Quarter, Driving Year-to-Date Newly Recruited Assets to Approximately $1.3 BillionGlobeNewswireDALLAS, Nov. 08, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, continued its record-breaking recruiting results as 74 independent Financial Professionals affiliated with Avantax
4y agoBCORBlucora Reports Third Quarter 2022 ResultsGlobeNewswireDALLAS, Nov. 01, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the third quarter ended
4y agoBCORBlucora to Become Avantax, a Pure-Play Leading U.S. Independent Broker-Dealer and Investment Advisor That Provides Tax-Focused Wealth Management SolutionsGlobeNewswireHas Entered Into Definitive Agreement to Sell Tax Software Business for $720 Million in Cash Company to Use Proceeds to Pay Down Debt and Return Excess Capital to Shareholders Company to Streamline Operations and
4y agoBCORBlucora to Announce Third Quarter 2022 Financial Results Tuesday, November 1, 2022GlobeNewswireDALLAS, Oct. 26, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness,
4y agoBCORPublic Accounting Firm Topel Forman Affiliates with Avantax Planning Partners for Wealth Management and Financial Planning ServicesGlobeNewswireDALLAS, Sept. 27, 2022 (GLOBE NEWSWIRE) -- Accounting firm Topel Forman L.L.C. has affiliated with Avantax Planning Partners℠, Avantax's employee-based RIA (registered investment advisor) to provide comprehensive tax-focused financial planning and we
4y agoBCORAvantax Launches its Women's Advisor Forum to Further Empower Female Financial ProfessionalsGlobeNewswireDALLAS, Aug. 29, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, today announced that it has created the Avantax Women's Advisor Forum to further empower female Financial Professionals as part of the firm's overall Diver
4y agoBCORBlucora to Present at the 12th Annual Midwest IDEAS Investor Conference on August 24th in Chicago, ILGlobeNewswireDALLAS, Aug. 15, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), today announced that Chris Walters, Chief Executive Officer and Marc Mehlman, Chief Financial Officer will present at the Midwest IDEAS Investor Conference on Wednesday August 24, 2
4y agoBCORAvantax Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm's Full-Year 2021 ResultsGlobeNewswireDALLAS, Aug. 10, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, continued its strong recruiting results during the second quarter of 2022, with approximately $514 million in newly recruited total client assets. Avantax
4y agoBCORBlucora Reports Second Quarter 2022 ResultsGlobeNewswireDALLAS, Aug. 08, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the second quarter ended June 30, 2022. Second Quarter Highlight
4y agoBCORBlucora to Announce Second Quarter 2022 Financial Results Monday, August 8, 2022GlobeNewswireDALLAS, July 21, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, will announce its second quarter 202
4y agoBCORNARSSA Announces Partnership with AvantaxPR NewswireNARSSA and Avantax to Collaborate on Social Security Education and Training for its Network of Financial Professionals MELVILLE, N.Y., July 11, 2022 /PRNewswire/ -- The National Association of Registered Social Security Analysts (NARSSA), the leader
4y agoBCORVeteran Financial Advisor Jeffrey Steinberg Joins Avantax's Employee-based RIA, Expanding Avantax RIA Footprint to FloridaGlobeNewswireDALLAS, June 28, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consul
4y agoBCORAvantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National ConferenceGlobeNewswireDALLAS, June 16, 2022 (GLOBE NEWSWIRE) -- Avantax Planning Partners℠, an in-house/employee-based RIA (registered investment advisor) that partners with CPA firms to provide clients with holistic financial planning, advisory services and retirement pl
4y agoBCORBlucora to Present Virtually and Host 1x1 Investor Meetings at the 12th Annual East Coast IDEAS Investor Conference on June 22ndGlobeNewswireDALLAS, June 14, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced Chris Walters, President and Chief Executive Officer and Marc Mehlman, Chief Financial Off
4y agoBCORAvantax Welcomes ATS Advanced Trustee Strategies with Over $400 Million in Total Client AssetsGlobeNewswireDALLAS, June 06, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, welcomes ATS Advanced Trustee Strategies, an elite firm based in San Diego, California, with over $400 million in total client assets1 as of April 1, 2022.
4y agoBCORAvantax Posts Record-setting Recruiting Results During the First Quarter of 2022 with approximately $529 Million in Recruited AssetsGlobeNewswireDALLAS, May 09, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, continued its strong recruiting results during the first quarter of 2022 as dozens of Financial Professionals transferred to Avantax, driving approximately
4y agoBCORBlucora Reports First Quarter 2022 ResultsGlobeNewswireDALLAS, May 04, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the first quarter ended March 31, 2022. First Quarter Highlig
4y agoBCORAvantax Adds Veteran Business Development Leader Elvis Medica as Success Grows Recruiting Highly Productive Financial ProfessionalsGlobeNewswireDALLAS, April 27, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has hired Elvis Medica as Business Development Director to help further accelerate the company's successful recruiting of highly productive Financial Prof
4y agoBCORBlucora to Announce First Quarter 2022 Financial Results Wednesday, May 4, 2022GlobeNewswireDALLAS, April 20, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, will announce its first quarter 202
4y agoBCORAvantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client AssetsGlobeNewswireDALLAS, March 23, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, welcomes Sullivan Financial Services, Inc., an elite firm based in Las Vegas, Nevada, with more than $200 million in total client assets as of Jan. 1, 202
4y agoBCORTaxAct Partners with AAA to Reduce Americans' Financial AnxietyPR NewswireIncluding a robust filing discount, free help from CPAs and other tax experts, and educational materials designed to bolster financial knowledge CEDAR RAPIDS, Iowa, March 17, 2022 /PRNewswire/ -- TaxAct®, a leading DIY tax-preparation solution, tod
4y agoBCOREngine Capital Issues Statement Regarding Efforts to Drive Boardroom Change at BlucoraBusiness WireEngine Capital LP (together with its affiliates, "Engine" or "we") today announced that it has withdrawn its nomination of candidates for election to Blucora, Inc.'s (NASDAQ:BCOR) ("Blucora" or the "Company") Board of Directors (the "Board") at the upco
4y agoBCORBlucora Announces Appointment of Kan Kotecha and Rick Leaman to the Board of DirectorsGlobeNewswireDALLAS, March 11, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled, tax-focused financial solutions, today announced the appointment of Kan Kotecha and Rick Leaman to the Company's Board of Directors, effec
4y agoBCORAvantax Acquires Gene Bell & Associates, Expanding Employee-based RIA Footprint to the NorthwestGlobeNewswireDALLAS, Feb. 17, 2022 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has acquired Washington-based Gene Bell & Associates. The transaction expands the presence of Avantax's employee-based RIA (registered investment advisor),
4y agoBCORBlucora Reports Fourth Quarter and Full Year 2021 ResultsGlobeNewswireDALLAS, Feb. 16, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the fourth quarter and full year ended December 31, 2021.
4y agoBCORBlucora Comments on Statement by Engine CapitalGlobeNewswireDALLAS, Feb. 14, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR) today issued the following statement in response to the announcement by Engine Capital LP (together with its affiliates, "Engine") regarding its notice of nomination of directors for
4y agoBCOR CLVR INSW KBNT+9Engine Capital Nominates Three Highly Qualified and Independent Candidates for Election to Blucora's Board of DirectorsBusiness WireIssues Open Letter to Fellow Shareholders Regarding the Need for Boardroom Change Following Another Year of Stagnation and Underperformance Shares Information Regarding the Company's Recent Efforts to Intimidate Engine and Once Again Undermine Corpo
4y agoBCORBlucora to Announce Fourth Quarter and Full Year 2021 Financial Results Wednesday, February 16, 2022GlobeNewswireDALLAS, Feb. 02, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, will announce its fourth quarter and
4y agoBCORAvantax President Todd Mackay to Open Annual FSI OneVoice ConferenceGlobeNewswireDALLAS, Jan. 25, 2022 (GLOBE NEWSWIRE) -- Avantax® President Todd Mackay will welcome hundreds of financial services firm executives to the Financial Services Institute's (FSI) OneVoice 2022 conference, a three-day event from January 31 to February 2
4y agoBCORBlucora President and Chief Executive Officer Sends Annual Letter to StockholdersGlobeNewswireDALLAS, Jan. 20, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR) today released the following letter to stockholders. Dear Fellow Stockholder – I am writing to provide an update on the progress we are making at Blucora and the oppo
4y agoBCORTaxAct Offers All Filers Free Access to Tax Experts and Announces New Full-Service SolutionPR NewswireCEDAR RAPIDS, Iowa, Jan. 5, 2022 /PRNewswire/ -- TaxAct®, a leading DIY tax preparation solution, today announced all DIY filers can now connect one-on-one with CPAs and other tax experts for free using TaxAct® Xpert Assist. No matter the complexity o
4y agoBCORAvantax Works with the SEC to Settle 1st Global Regulatory MatterGlobeNewswireDALLAS, Dec. 20, 2021 (GLOBE NEWSWIRE) -- Avantax® reported today that it has entered into a settlement with the U.S. Securities and Exchange Commission (SEC) on behalf of 1st Global Advisors, Inc., which was acquired by Avantax's parent in May 2019.
4y agoBCORBlucora Increases Share Repurchase AuthorizationGlobeNewswireDALLAS, Dec. 09, 2021 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced that its Board of Directors has authorized the repurchase of an additional $28.3 million o
5y agoBCORBlucora Announces Third Quarter 2021 ResultsGlobeNewswireDALLAS, Nov. 04, 2021 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the third quarter ended September 30, 2021. Third Quarte
5y agoBCORBlucora Inc (BCOR) Q3 2021 Earnings Call TranscriptEarnings Call TranscriptsBCOR earnings call for the period ending September 30, 2021.
5y agoBCORAvantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax's Employee-based RIAGlobeNewswireDALLAS, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has acquired Pennsylvania-based Warner Finance, with approximately $258 million in total client assets as of Oct. 11, 2021. The transaction expands the pre
5y agoBCORBlucora to Announce Third Quarter 2021 Financial Results on Thursday, November 4, 2021GlobeNewswireDALLAS, Oct. 20, 2021 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, will announce its third quarter 2021
5y agoBCORAvantax Welcomes Newest Members of Senior Leadership TeamGlobeNewswireDALLAS, Sept. 23, 2021 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has added Chief of Staff, Holly Manton, and Vice President of Software Engineering, Suman Aluru, to the company's Senior Leadership Team. As Chief of S
5y agoBCORAvantax Completes Acquisition of Headquarters Advisory Group, LLCGlobeNewswireDALLAS, Aug. 26, 2021 (GLOBE NEWSWIRE) -- Avantax℠, a leader in tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 202
5y agoBCORAncora Issues Letter to the Board of Directors of Blucora Regarding the Need to Run a Credible Review of Strategic Alternatives for TaxActBusiness WireAncora Holdings, Inc. (together with its affiliates, "Ancora" or "we"), a sizable stockholder of Blucora, Inc. (NASDAQ:BCOR) ("Blucora" or the "Company"), today issued the following open letter to the Company's Board of Directors (the "Board"): Dear
5y agoBCORBlucora Announces Second Quarter 2021 ResultsGlobeNewswireDALLAS, Aug. 04, 2021 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ:BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the second quarter ended June 30, 2021. Second Quarter High