Avantax Welcomes Legacy Capital Advisors, LLC

Avantax Welcomes Legacy Capital Advisors, LLC Atlanta-based firm with $126 million[1] in total client assets DALLAS – (April 7, 2021) – Avantax, the wealth management business of Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax-focused financial solutions, welcomes Legacy Capital Advisors, LLC, an elite Atlanta-based firm with approximately $126 million1 in client assets. […]

Avantax Acquires GuideVine Technologies, Inc.

Avantax Acquires GuideVine Technologies, Inc. Lead-generation and marketing platform to further enhance organic growth opportunities   DALLAS – (March 30, 2021) – Avantax, the wealth management business of Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax-focused financial solutions, has acquired GuideVine Technologies, Inc. (GuideVine) and its proven lead-generation and marketing platform. Launched in […]

Avantax Wealth Management Further Strengthens Leadership Team

Avantax Wealth Management Further Strengthens Leadership Team Three industry veterans join Senior Leadership Team to drive strategy and continue value creation for Avantax Financial Professionals and Home Office staff   DALLAS – (March 18, 2021) – Avantax Wealth Management℠ has expanded its Senior Leadership Team by adding three financial services industry veterans who are committed […]

HK Financial Services Rebrands as Avantax Planning Partners

HK Financial Services Rebrands as Avantax Planning Partners, Keeping the Same Powerful Value Proposition for Accounting Firms Avantax Planning Partners℠ and its RIA model serve CPAs holistically with turnkey tax, wealth management, client development and financial planning services DALLAS – (Jan. 4, 2021) – HK Financial Services (“HKFS”), a fast-growing, CPA-focused registered investment advisor (“RIA”), […]

Avantax Wealth Management℠ Welcomes the Making Investing Personal Advisory & Tax Team with $90 Million in Client Assets

Avantax Wealth Management℠ Welcomes the Making Investing Personal Advisory & Tax Team with $90 Million in Client Assets Unique, multi-generational advisory firm affiliates with Avantax citing shared focus on tax-smart investing, Avantax’s robust technology platform and referral network IRVING, Texas and LIVONIA, Mich. – (March 11, 2020) – Avantax Wealth Management℠ welcomes the Making Investing […]