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November 9, 2023
Here are the excellence awardees in the Allyship Champion of the Year category of the 2023 InvestmentNews Women to Watch awards.
September 19, 2023
DALLAS, Sept. 19, 2023 -- Avantax®, 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...
September 19, 2023
19.09.2023 - DALLAS, Sept. 19, 2023 (GLOBE NEWSWIRE) - Avantax, 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 ... Seite 1
September 7, 2023
Advisors are on the move this week, as no fewer than three teams announced they're switching platforms
September 6, 2023
30-year-old, California-based wealth management firm attracted by opportunities to partner with CPAs across the Avantax Community to deliver unified services to clientsDALLAS, Sept. 06, 2023 --...
May 18, 2023
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 ProfessionalsDALLAS, May 18,... | May 18, 2023
May 3, 2023
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... | May 3, 2023
March 28, 2023
/PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and...