Avantax Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm’s Full-Year 2021 Results
August 10, 2022 09:15 ET
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Avantax
DALLAS, 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...
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
June 28, 2022 09:15 ET
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Avantax
DALLAS, 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®,...
Avantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference
June 16, 2022 09:15 ET
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Avantax
DALLAS, 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...
Avantax Welcomes ATS Advanced Trustee Strategies with Over $400 Million in Total Client Assets
June 06, 2022 09:15 ET
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Avantax
DALLAS, 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...
Avantax Posts Record-setting Recruiting Results During the First Quarter of 2022 with approximately $529 Million in Recruited Assets
May 09, 2022 16:15 ET
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Avantax
DALLAS, 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...
Avantax Adds Veteran Business Development Leader Elvis Medica as Success Grows Recruiting Highly Productive Financial Professionals
April 27, 2022 09:15 ET
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Avantax
DALLAS, 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...
Avantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets
March 23, 2022 09:15 ET
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Avantax
DALLAS, 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...
Avantax Acquires Gene Bell & Associates, Expanding Employee-based RIA Footprint to the Northwest
February 17, 2022 09:00 ET
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Avantax
DALLAS, 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 President Todd Mackay to Open Annual FSI OneVoice Conference
January 25, 2022 09:00 ET
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Avantax
DALLAS, 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...
Avantax Works with the SEC to Settle 1st Global Regulatory Matter
December 20, 2021 16:05 ET
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Avantax
DALLAS, 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.,...