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Articles published by Avantax
Avantax Wealth Management Welcomes Noble Oak Financial
July 23, 2024
From
Avantax
Via
GlobeNewswire
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
July 17, 2024
From
Avantax
Via
GlobeNewswire
Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards
July 02, 2024
From
Avantax
Via
GlobeNewswire
Avantax Wealth Management Welcomes Financial Advisor Erin Hinzmann
June 04, 2024
From
Avantax
Via
GlobeNewswire
Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model
May 16, 2024
From
Avantax
Via
GlobeNewswire
Avantax Planning Partners Recognizes Affiliate Accomplishments, Builds on Strong CPA Firm Relationships During National Conference
May 14, 2024
From
Avantax
Via
GlobeNewswire
Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
May 01, 2024
From
Avantax
Via
GlobeNewswire
Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community
March 27, 2024
From
Avantax
Via
GlobeNewswire
Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets
December 13, 2023
From
Avantax
Via
GlobeNewswire
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
November 21, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
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
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
November 09, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Reports Third Quarter 2023 Results
November 06, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
October 12, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
October 10, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
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
Tickers
AVTA
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
September 11, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
September 06, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
August 24, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards
August 23, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
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
Tickers
AVTA
Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service
August 15, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Reports Second Quarter 2023 Results
August 09, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax to Announce Second Quarter 2023 Financial Results Wednesday, August 9, 2023
July 31, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Earns 2023 Great Place to Work Certification
May 24, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer
May 23, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience
May 18, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway
May 10, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Reports First Quarter 2023 Results
May 08, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team
May 03, 2023
From
Avantax
Via
GlobeNewswire
Tickers
AVTA
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