Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax’s Employee-based RIA
November 02, 2021 09:15 ET
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Avantax
DALLAS, 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...
Avantax Welcomes Newest Members of Senior Leadership Team
September 23, 2021 09:00 ET
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Avantax
DALLAS, 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...
Avantax Completes Acquisition of Headquarters Advisory Group, LLC
August 26, 2021 09:00 ET
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Avantax
DALLAS, 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...
Avantax Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand Avantax’s In-house RIA to Northeast
August 02, 2021 09:15 ET
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Avantax
DALLAS, Aug. 02, 2021 (GLOBE NEWSWIRE) -- Avantax℠, a leader in tax-focused financial planning, has agreed to acquire New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1...
Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax Leaders Attending as Featured Panelists
July 22, 2021 09:15 ET
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Avantax
DALLAS, July 22, 2021 (GLOBE NEWSWIRE) -- Avantax℠, a leader in tax-focused financial planning, will be represented by three of its senior leaders at the Financial Services Institute’s (FSI)...
Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth
July 20, 2021 09:15 ET
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Avantax
DALLAS, July 20, 2021 (GLOBE NEWSWIRE) -- Avantax℠, the pioneer of tax-focused financial planning, is proud to be a Gold Level sponsor of AICPA Engage 2021 at the Aria Resort & Casino in Las...
Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas
June 24, 2021 09:15 ET
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Avantax
DALLAS, June 24, 2021 (GLOBE NEWSWIRE) -- Avantax Wealth Management℠, part of Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax-focused financial solutions, welcomed nearly...
Avantax Planning Partners Recognizes Affiliate Accomplishments During National Conference
June 10, 2021 11:13 ET
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Avantax
DALLAS, June 10, 2021 (GLOBE NEWSWIRE) -- Avantax Planning Partners℠, a fast-growing, CPA-focused registered investment advisor (“RIA”) and part of the wealth management business of Blucora, Inc....