| Date | Title | Description |
| 20.08.2024 | Vanilla: Estate Planning Software Company Raises Strategic Funding | Estate planning software company Vanilla announced a strategic funding round led by returning investor Insight Partners, with participation from Venrock, Vanguard, and other previous investors. Vanilla also welcomes new strategic investor E... |
| 23.07.2024 | Avantax Wealth Management Welcomes Noble Oak Financial | DALLAS, July 23, 2024 (GLOBE NEWSWIRE) -- Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes financial advisors Josh Linton, CPFA® and Mike Koltz... |
| 02.07.2024 | Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards | Firm’s home-grown “Rise to Elite” program helps Financial Professionals grow their practice
DALLAS, July 02, 2024 (GLOBE NEWSWIRE) -- Avantax®, Inc., a unique community within Cetera Holdings and a leader in tax-focused financial planning a... |
| 02.07.2024 | Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards | DALLAS, July 02, 2024 (GLOBE NEWSWIRE) -- Avantax®, Inc., a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, announced today that it has been recognized as a finalist in the 2024 ... |
| 05.04.2024 | With worries about outliving retirement savings on the rise, Merrill turns its attention to income-focused solutions | Personal Finance With worries about outliving retirement savings on the rise, Merrill turns its attention to income-focused solutions
Written by Tessa Campbell; edited by Richard Richtmyer
2024-04-05T15:32:46Z
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| 05.10.2023 | 401(k) Loan Pros and Cons: Is a 401k Loan a Good Idea? | More people are taking out 401(k) loans as household and credit debt rise. Rockaa/Getty Images
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| 23.05.2023 | 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
/EIN News/ -- DALLAS, May 23, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leade... |
| 21.02.2023 | Avantax Sets Record with Approximately $1.7 Billion in Full-Year 2022 Newly Recruited Assets, up Approximately 79% from the Prior Year | Financial Professionals are joining Avantax to differentiate and grow their practices by adopting Avantax’s tax-advantaged approach to financial planning and wealth management
/EIN News/ -- DALLAS, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®... |
| 08.02.2023 | Avantax Appoints Melissa Loner as Chief Compliance Officer | DALLAS, Feb. 08, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, today announced the appointment of Melissa Loner, AIF® as Vice President and Chief Compliance Officer.
With more than 25 years of experience in ... |
| 06.02.2023 | Avantax to Announce Fourth Quarter 2022 Financial Results Wednesday, February 15, 2023 | /EIN News/ -- DALLAS, Feb. 06, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of tax-focused wealth management services, that empowers people to improve their financial wellness, will announce its fourth quarter 2... |
| 30.11.2022 | Avantax Wealth Management Hosts 1,100 Affiliates, Educational Partners and Home Office Staff at National Conference in Atlanta | “Power of Community” themed event showcases success of the Avantax Community, and the company’s focus on helping Financial Professionals grow their businesses
/EIN News/ -- DALLAS, Nov. 30, 2022 (GLOBE NEWSWIRE) -- “Power of Community” drov... |
| 14.11.2022 | 20 Acquisitions in 20 Months Fuel Significant Growth of Avantax’s Employee-based RIA Model | /EIN News/ -- DALLAS, Nov. 14, 2022 (GLOBE NEWSWIRE) -- A series of acquisitions has helped the Avantax® employee-based model to significantly grow total client assets and its geographic footprint. Two years ago, Avantax’s employee-based mo... |
| 27.09.2022 | Public Accounting Firm Topel Forman Affiliates with Avantax Planning Partners for Wealth Management and Financial Planning Services | DALLAS, Sept. 27, 2022 (GLOBE NEWSWIRE) -- Accounting firm Topel Forman L.L.C. has affiliated with Avantax Planning Partners℠, Avantax’s employee-based RIA (registered investment advisor) to provide comprehensive tax-focused financial plann... |
| 10.08.2022 | Avantax Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm’s Full-Year 2021 Results | 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 million in newly recruited total client asset... |
| 28.06.2022 | Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida | 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®, ChFC®, CLU, JD, who becomes a Financial Planni... |
| 16.06.2022 | Avantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference | 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 financial planning, advisory services and ret... |
| 06.06.2022 | Avantax Welcomes ATS Advanced Trustee Strategies with Over $400 Million in Total Client Assets | 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 million in total client assets1 as of Apr... |
| 09.05.2022 | Avantax Posts Record-setting Recruiting Results During the First Quarter of 2022 with approximately $529 Million in Recruited Assets | 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 Professionals transferred to Avantax, driving app... |
| 27.04.2022 | Avantax Adds Veteran Business Development Leader Elvis Medica as Success Grows Recruiting Highly Productive Financial Professionals | 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 successful recruiting of highly productive Fin... |
| 23.03.2022 | Avantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets | 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 $200 million in total client assets as of ... |
| 17.02.2022 | Avantax Acquires Gene Bell & Associates, Expanding Employee-based RIA Footprint to the Northwest | 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’s employee-based RIA (registered inves... |
| 25.01.2022 | Avantax President Todd Mackay to Open Annual FSI OneVoice Conference | 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 conference, a three-day event from January 31 to ... |
| 20.12.2021 | Avantax Works with the SEC to Settle 1st Global Regulatory Matter | 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., which was acquired by Avantax’s parent in... |
| 02.11.2021 | Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax's Employee-based RIA | 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 as of Oct. 11, 2021. The transaction expa... |
| 02.11.2021 | Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax’s Employee-based RIA | 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 as of Oct. 11, 2021. The transaction expa... |
| 26.08.2021 | Avantax Completes Acquisition of Headquarters Advisory Group, LLC | 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 $1.1 billion in total client assets as of Ju... |
