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Check out recent Avantax news and press releases.

Avantax Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm’s Full-Year 2021 Results

Growth-minded Financial Professionals want the competitive advantage of Avantax’s tax-focused wealth management, service excellence and close-knit Avantax community of like-minded Financial Professionals

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Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida

20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities

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Avantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference

Avantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference. Annual Elevate Conference showcases high-performance individuals and firms.

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Avantax Welcomes ATS Advanced Trustee Strategies with Over $400 Million in Total Client Assets

Highly successful veteran advisor Sandeep Varma chooses Avantax to access its vast network of CPAs, tax pros and accounting firms, and for direct access to Avantax senior leadership.

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Avantax Posts Record-setting Recruiting Results During the First Quarter of 2022 with approximately $529 Million in Recruited Assets

Financial Professionals are transferring to Avantax for better service levels, enhanced technology and products, direct access to senior Avantax leadership, and a strong sense of community.

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Avantax Adds Veteran Business Development Leader Elvis Medica as Success Grows Recruiting Highly Productive Financial Professionals

Medica’s experience includes leadership roles with Cetera Financial Group, a large LPL-affiliated OSJ, and several other national sales positions for brokerage and mutual fund companies

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Avantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets

Thomas Sullivan chooses Avantax for its responsiveness, product lineup, and strong network of accounting firms to further enhance growth opportunities in Las Vegas

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Avantax Acquires Gene Bell & Associates, Expanding Employee-based RIA Footprint to the Northwest

Well-known tax expert and Financial Professional Gene Bell joins Avantax, further strengthening the firm’s value to CPAs and tax pros serving clients at the intersection of tax and financial planning

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Avantax President Todd Mackay to Open Annual FSI OneVoice Conference

Several Avantax leaders slated as featured speakers on FSI OneVoice panels in Dallas

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Avantax Works with the SEC to Settle 1st Global Regulatory Matter

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 May 2019.

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Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding Northeast Footprint of Avantax’s Employee-based RIA

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.

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Avantax Welcomes Newest Members of Senior Leadership Team

Avantax®, a leader in tax-focused financial planning, has added Chief of Staff, Holly Manton, and Vice President of Software Engineering, Suman Aluru, to the company’s Senior Leadership Team.

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Avantax Completes Acquisition of Headquarters Advisory Group, LLC

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 June 30, 2021.

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Avantax Agrees to Acquire Headquarters Advisory Group, LLC, with $1.1 Billion in Client Assets, which would Expand Avantax’s In-house RIA to Northeast

Transaction would enable independent affiliate to monetize its firm, shift administrative tasks to Avantax, and fully focus on growth and superior end-client service

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Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax Leaders Attending as Featured Panelists

FSI annual conference brings together independent financial services firm executives to share critical insights on the most important issues affecting their businesses

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Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth

From in-person meetings at Booth #225, to hosting a session on developing a business succession plan, Avantax will show how offering holistic financial services enhances accounting firm value

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Avantax Wealth Management Hosts Nearly 1,000 Affiliates, Partners and Home Office Staff at National Conference in Dallas

In-person meetings, collaboration and celebration of affiliates’ successes launch Avantax and its unique community of Financial Professionals into the second half of 2021 and beyond

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Avantax Planning Partners Recognizes Affiliate Accomplishments During National Conference

Annual Elevate Conference showcases highest performing individuals and firms

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