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Avantax, Inc. - Common Stock (NQ: AVTA )

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Last Price Updated: 4:00 PM EST, Nov 27, 2023 Add to My Watchlist
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Press Releases about Avantax, Inc. - Common Stock

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Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint Financial 
From Avantax
Via GlobeNewswire
Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community
The event’s “Profound Approach, Enduring Impact” theme reflects how independent Avantax Financial Professionals’ tax-intelligent approach to financial planning changes clients’ lives 
From Avantax
Via GlobeNewswire
Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
Nearly $564 million in third quarter newly recruited assets more than doubles the year-ago quarter 
From Avantax
Via GlobeNewswire
Avantax Reports Third Quarter 2023 Results
From Avantax
Via GlobeNewswire
AVANTAX INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Avantax, Inc. - AVTA
From Kahn Swick & Foti, LLC
Via Business Wire
Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
One year after transferring to Cambridge Investment Research, Inc., Watson rejoins Avantax to regain the benefits of its tax-centric platform, technology and Home Office 
From Avantax
Via GlobeNewswire
Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
25-year industry veteran advisor attracted by close-knit Avantax Community, ease of doing business, and opportunities to partner with CPAs in the Avantax network 
From Avantax
Via GlobeNewswire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: PFSweb, Inc. (Nasdaq – PFSW), Hostess Brands, Inc. (Nasdaq – TWNK), Avantax, Inc. (Nasdaq – AVTA), American National Bankshares Inc. (NASDAQ -AMNB)
From Brodsky & Smith LLC
Via GlobeNewswire
Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study
From Avantax
Via GlobeNewswire
AVANTAX INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Avantax, Inc. - AVTA
From Kahn Swick & Foti, LLC
Via Business Wire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: PFSweb, Inc. (Nasdaq – PFSW), Hostess Brands, Inc. (Nasdaq – TWNK), Sovos Brands, Inc. (Nasdaq - SOVO), Avantax, Inc. (Nasdaq – AVTA)
From Brodsky & Smith LLC
Via GlobeNewswire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Hostess Brands, Inc. (Nasdaq – TWNK), Avantax, Inc. (Nasdaq – AVTA), Thorne HealthTech, Inc. (Nasdaq - THRN), Abcam plc (Nasdaq - ABCM)
From Brodsky & Smith LLC
Via GlobeNewswire
AVTA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Avantax, Inc. Is Fair to Shareholders
From Halper Sadeh LLC
Via Business Wire
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
From Avantax
Via GlobeNewswire
Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
30-year-old, California-based wealth management firm attracted by opportunities to partner with CPAs across the Avantax Community to deliver unified services to clients 
From Avantax
Via GlobeNewswire
Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
Scottsdale-based firm attracted by Avantax’s technology, tax-focus and collaborative community 
From Avantax
Via GlobeNewswire
Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards
Firm’s proactive service journey and subsequent results earn nod from notable industry awards 
From Avantax
Via GlobeNewswire
Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model
From Avantax
Via GlobeNewswire
Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service
More than 100 independent Financial Professionals have joined Avantax this year through the second quarter as they seek better support, resources and more collaboration on tax-intelligent planning 
From Avantax
Via GlobeNewswire
Avantax Reports Second Quarter 2023 Results
From Avantax
Via GlobeNewswire
Avantax to Announce Second Quarter 2023 Financial Results Wednesday, August 9, 2023
From Avantax
Via GlobeNewswire
Avantax Earns 2023 Great Place to Work Certification
From Avantax
Via GlobeNewswire
Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer
Hutchins and Co-CIO Ivan Gruhl will further enhance impact of research and investment management for Avantax’s independent Financial Professionals and accounting firms 
From Avantax
Via GlobeNewswire
Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience
Bruce Tuckey and Dave Renko bring decades of experience to their roles at Avantax and will help expand the Avantax Community of accounting firms and tax-focused Financial Professionals 
From Avantax
Via GlobeNewswire
Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway
Avantax reports more than $228 million in newly recruited assets during 2023’s first quarter with continued interest from growth-minded independent financial professionals and accounting firms 
From Avantax
Via GlobeNewswire
Avantax Reports First Quarter 2023 Results
From Avantax
Via GlobeNewswire
Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team
A successful and growth-minded financial advisor, Pardo chose Avantax for its tax-focused approach to wealth management, specialized Home Office support teams, and deep network of CPAs and tax... 
From Avantax
Via GlobeNewswire
Avantax to Announce First Quarter 2023 Financial Results Monday, May 8, 2023
From Avantax
Via GlobeNewswire
Avantax Announces Corrected Probation Factor for Modified Dutch Auction Tender Offer
From Avantax
Via GlobeNewswire
Avantax, Inc. Announces Final Results of Tender Offer
From Avantax
Via GlobeNewswire
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