Avantax Inc (AVTA) News

Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC

DALLAS, Oct. 12, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth...

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group

DALLAS, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth...

Form PREM14A - Preliminary proxy statements relating to merger or acquisition

Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material

Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study

DALLAS, Sept. 19, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth...

Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material

Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material

Tuesday’s Wall Street Highlights: Apple, Acelyrin, WestRock, Oracle, UPS, and more

US index futures are falling in Tuesday’s pre-market, with investors digesting European indicators...

Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material

ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of Avantax, Inc.

ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of Avantax, Inc. PR Newswire NEW YORK, Sept. 11, 2023 NEW YORK, Sept. 11, 2023...

Form 8-K - Current report

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings

Avantax Stockholders to Receive $26.00 Per Share in Cash Avantax Financial Professionals and Accounting Firms...

Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets

DALLAS, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth...

Avantax Welcomes CFR Capital with $120 Million in Total Client Assets

DALLAS, Aug. 24, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth...

Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards

DALLAS, Aug. 23, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth...