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Avantax, Inc. - Common Stock
(NQ:
AVTA
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EST, Nov 27, 2023
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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
November 21, 2023
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
November 16, 2023
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
November 09, 2023
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
November 06, 2023
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
October 19, 2023
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
October 12, 2023
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
October 10, 2023
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)
September 19, 2023
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
September 19, 2023
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
September 18, 2023
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)
September 15, 2023
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)
September 11, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
AVTA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Avantax, Inc. Is Fair to Shareholders
September 11, 2023
From
Halper Sadeh LLC
Via
Business Wire
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
September 11, 2023
From
Avantax
Via
GlobeNewswire
Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
September 06, 2023
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
August 24, 2023
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
August 23, 2023
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
August 22, 2023
From
Avantax
Via
GlobeNewswire
Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service
August 15, 2023
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
August 09, 2023
From
Avantax
Via
GlobeNewswire
Avantax to Announce Second Quarter 2023 Financial Results Wednesday, August 9, 2023
July 31, 2023
From
Avantax
Via
GlobeNewswire
Avantax Earns 2023 Great Place to Work Certification
May 24, 2023
From
Avantax
Via
GlobeNewswire
Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer
May 23, 2023
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
May 18, 2023
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
May 10, 2023
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
May 08, 2023
From
Avantax
Via
GlobeNewswire
Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team
May 03, 2023
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
April 24, 2023
From
Avantax
Via
GlobeNewswire
Avantax Announces Corrected Probation Factor for Modified Dutch Auction Tender Offer
March 01, 2023
From
Avantax
Via
GlobeNewswire
Avantax, Inc. Announces Final Results of Tender Offer
March 01, 2023
From
Avantax
Via
GlobeNewswire
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