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Articles published by Avantax

Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
From Avantax
Via GlobeNewswire
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Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community
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Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
From Avantax
Via GlobeNewswire
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Avantax Reports Third Quarter 2023 Results
From Avantax
Via GlobeNewswire
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Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
From Avantax
Via GlobeNewswire
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Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
From Avantax
Via GlobeNewswire
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Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study
From Avantax
Via GlobeNewswire
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Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
From Avantax
Via GlobeNewswire
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Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
From Avantax
Via GlobeNewswire
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Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
From Avantax
Via GlobeNewswire
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Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards
From Avantax
Via GlobeNewswire
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Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model
From Avantax
Via GlobeNewswire
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Avantax Recruiting Outlook Remains Strong as Tax and Financial Professionals Seek Faster Growth and Superior Service
From Avantax
Via GlobeNewswire
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Avantax Reports Second Quarter 2023 Results
From Avantax
Via GlobeNewswire
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Avantax to Announce Second Quarter 2023 Financial Results Wednesday, August 9, 2023
From Avantax
Via GlobeNewswire
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Avantax Earns 2023 Great Place to Work Certification
From Avantax
Via GlobeNewswire
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Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer
From Avantax
Via GlobeNewswire
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Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience
From Avantax
Via GlobeNewswire
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Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway
From Avantax
Via GlobeNewswire
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Avantax Reports First Quarter 2023 Results
From Avantax
Via GlobeNewswire
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Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team
From Avantax
Via GlobeNewswire
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Avantax to Announce First Quarter 2023 Financial Results Monday, May 8, 2023
From Avantax
Via GlobeNewswire
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Avantax Announces Corrected Probation Factor for Modified Dutch Auction Tender Offer
From Avantax
Via GlobeNewswire
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Avantax, Inc. Announces Final Results of Tender Offer
From Avantax
Via GlobeNewswire
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Avantax, Inc. Announces Preliminary Results of Tender Offer
From Avantax
Via GlobeNewswire
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Avantax Sets Record with Approximately $1.7 Billion in Full-Year 2022 Newly Recruited Assets, up Approximately 79% from the Prior Year
From Avantax
Via GlobeNewswire
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Avantax Reports Fourth Quarter 2022 Results
From Avantax
Via GlobeNewswire
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Avantax Appoints Melissa Loner as Chief Compliance Officer
From Avantax
Via GlobeNewswire
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Avantax to Announce Fourth Quarter 2022 Financial Results Wednesday, February 15, 2023
From Avantax
Via GlobeNewswire
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Avantax, Inc. Commences a Modified Dutch Auction Tender Offer to Repurchase up to $250 Million of its Common Stock
From Avantax
Via GlobeNewswire
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