reports
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski wit...
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint Financial DALLAS, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Joshua B. Heims, AIF®, and Alan Gnoinski and their team to the Avantax Community. The financial advisors have approximately $100 million in total client assets as of S...
Avantax Hosts its Largest-Ever National Conference as Attendees Gather...
Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community The event’s “Profound Approach, Enduring Impact” theme reflects how independent Avantax Financial Professionals’ tax-intelligent approach to financial planning changes clients’ lives DALLAS, Nov. 16, 2023 (GLOBE NEWSWIRE) -- conducted its largest-ever National Conference in Chicago attended by more than 1,100 Financial Professionals, Wealth Management Assistants, Home Office staff, and Educational Partners. At the conference – themed “Profound Ap...
Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Jo...
Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing Nearly $564 million in third quarter newly recruited assets more than doubles the year-ago quarter DALLAS, Nov. 09, 2023 (GLOBE NEWSWIRE) -- , a leader in tax-focused financial planning and wealth management, welcomed more than 150 independent Financial Professionals during the first three quarters of 2023 as advisor appetite remains high for aligning with Avantax’s deep pool of tax professionals and accounting practices. “We had an incredible third quarter and I’...
Avantax Reports Third Quarter 2023 Results
Avantax Reports Third Quarter 2023 Results DALLAS, Nov. 06, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-intelligent financial solutions, today announced financial results for the third quarter ended September 30, 2023. Third Quarter Highlights and Recent Developments Reported total revenue of $192.3 million for the third quarter. This represents an increase of 16.5% compared to the third quarter of the prior year.Continued to deliver net positive asset flows for the seventh consecutive quarter with approximately $673.0 million for...
Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Ac...
Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC One year after transferring to Cambridge Investment Research, Inc., Watson rejoins Avantax to regain the benefits of its tax-centric platform, technology and Home Office DALLAS, Oct. 12, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes back veteran financial advisor Aaron Watson who said he transferred back to Avantax after one year with another broker-dealer because he can better serve clients with Avan...
Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based...
Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group 25-year industry veteran advisor attracted by close-knit Avantax Community, ease of doing business, and opportunities to partner with CPAs in the Avantax network DALLAS, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Bob Ervolina, J.D., Certified Wealth Strategist®, and his Lifetime Wealth Management Group, near Buffalo, NY. Ervolina transferred to Avantax from Securities America, a broker-dealer of Osaic (former...
Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealer...
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) -- ®, a leader in tax-focused financial planning and wealth management, has the second-highest ratio of women as a percentage of producing reps – 24% – when compared with all other broker dealers in study. Avantax’s ratio of women Financial Professionals also compares favorably to the industry average of 18% (Dec. 31, 2020, Cerulli Lodestar data). “We are excited Financial Planning ranked us #2 in the IBD space for women and we are ...
Avantax Enters into Definitive Agreement to be Acquired by Cetera Hold...
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 to Expand and Enhance Cetera’s Wealth Management Group Ecosystem Avantax To Operate as a Standalone Entity Within Cetera Holdings, Further Expanding Cetera’s Tax and Wealth Management Offerings DALLAS and LOS ANGELES, Sept. 11, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA) (the “Company”), a leader in tax-focused financial planning and wealth management, and Cetera F...
Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
Avantax Welcomes CFR Capital with $120 Million in Total Client Assets Scottsdale-based firm attracted by Avantax’s technology, tax-focus and collaborative community DALLAS, Aug. 24, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes , an Arizona-based financial services firm with approximately $120 million in total client assets, as of June 30, 2023. The firm’s approach to comprehensive tax and financial planning for clients includes its ownership of three active H&R Block franchises in Arizona. “Avantax’s tax focus and technol...
Avantax Named Finalist in Service Excellence Category at the 2023 Weal...
Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards Firm’s proactive service journey and subsequent results earn nod from notable industry awards DALLAS, Aug. 23, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, announced today that it has been named a in the WealthManagement.com 2023 Industry Awards (the “Wealthies”) for Service Excellence among broker-dealers with 1,000 or more advisors. The annual WealthManagement.com Industry Awards celebrates the companies, individual...
Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330...
Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model DALLAS, Aug. 22, 2023 (GLOBE NEWSWIRE) -- , a leader in tax-focused financial planning and wealth management, has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth management firm with approximately $330 million in total client assets as of June 30, 2023. Prior to the acquisition, Summit was not affiliated with Avantax. “We are in growth mode, and I was looking for a partner who would give us the potential to grow faster by getting even...
Avantax Reports Second Quarter 2023 Results
Avantax Reports Second Quarter 2023 Results DALLAS, Aug. 09, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-intelligent financial solutions, today announced financial results for the second quarter ended June 30, 2023. Second Quarter Highlights and Recent Developments Reported total revenue of $186.9 million, a new record, for the second quarter. This represents an increase of 15% compared to the second quarter of the prior year.Continued to deliver net positive asset flows for the sixth consecutive quarter with approximately $390 mi...
Avantax to Announce Second Quarter 2023 Financial Results Wednesday, A...
Avantax to Announce Second Quarter 2023 Financial Results Wednesday, August 9, 2023 DALLAS, July 31, 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 second quarter 2023 financial results following market close on Wednesday, August 9, 2023. A conference call for members of the investment community will be held on Thursday, August 10, 2023 at 8:30 a.m. ET during which the Company will discuss its second quarter 2023 results, its outlook and other ...
Avantax Earns 2023 Great Place to Work Certification
Avantax Earns 2023 Great Place to Work Certification DALLAS, May 24, 2023 (GLOBE NEWSWIRE) -- , a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification. is the global authority on workplace culture, employee experience and leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation. The certification is based on anonymous feedback from employees, who rated Avantax highly in several key areas, including pride, camaraderie and credibility. This recognition reflects Avant...
Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer
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 DALLAS, May 23, 2023 (GLOBE NEWSWIRE) -- , a leader in tax-focused financial planning and wealth management, today announced the promotion of , to Co-Chief Investment Officer (CIO) alongside . Hutchins and Gruhl report to , Vice President, Planning and Growth Solutions. Hutchins, who has been a valued contributor to Avantax and its predecessor companies fo...
Avantax Expands Business Development Team with Veteran Financial Servi...
Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience Bruce Tuckey and Dave Renko bring decades of experience to their roles at Avantax and will help expand the Avantax Community of accounting firms and tax-focused Financial Professionals DALLAS, May 18, 2023 (GLOBE NEWSWIRE) -- , a leader in tax-focused financial planning and wealth management, today announced the expansion of its business development team adding and as regional recruiting directors. The team’s expansion follows record-breaking results includi...
Avantax Reports Robust Recruiting Pipeline as Prospects Continue to Se...
Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway Avantax reports more than $228 million in newly recruited assets during 2023’s first quarter with continued interest from growth-minded independent financial professionals and accounting firms DALLAS, May 10, 2023 (GLOBE NEWSWIRE) -- , a leader in tax-focused financial planning and wealth management, continued to have a robust recruiting pipeline during the first quarter as growth-minded Financial Professionals and accounting firms look to leverage Avant...
Avantax Reports First Quarter 2023 Results
Avantax Reports First Quarter 2023 Results Avantax continues to post record results in revenue, net new assets and percentage of total client assets held in advisory accounts. Also, for the first time in 7 years, the Company posted organic growth in our FP counts. DALLAS, May 08, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the first quarter ended March 31, 2023. First Quarter Highlights and Recent Developments Avantax reported total revenue of $178.0 million, a ne...
Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financia...
Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team A successful and growth-minded financial advisor, Pardo chose Avantax for its tax-focused approach to wealth management, specialized Home Office support teams, and deep network of CPAs and tax professionals DALLAS, May 03, 2023 (GLOBE NEWSWIRE) -- , a leader in tax-focused financial planning, welcomes Walter “Wally” Pardo, CWS®️, PPC™ and his New Jersey-based Wealth Financial Partners LLC team. Pardo is looking to Avantax for new growth opportunities, including the ability to expand services and invest...
Avantax to Announce First Quarter 2023 Financial Results Monday, May 8...
Avantax to Announce First Quarter 2023 Financial Results Monday, May 8, 2023 DALLAS, April 24, 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 first quarter 2023 financial results following market close on Monday, May 8, 2023. A conference call for members of the investment community will be held on Tuesday, May 9, 2023 at 8:30 a.m. ET during which the Company will discuss its first quarter 2023 results, its outlook and other business items. Thi...
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