Avantax Planning Partners Recognizes Affiliate Accomplishments During National Conference

Avantax Planning Partners Recognizes Affiliate Accomplishments During National Conference Annual Elevate Conference showcases highest performing individuals and firms DALLAS – (June 10, 2021) – Avantax Planning Partners℠, a fast-growing, CPA-focused registered investment advisor (“RIA”) and part of the wealth management business of Blucora, Inc. (NASDAQ: BCOR), recently hosted its annual Elevate Conference, attended by accounting […]

Avantax Welcomes Maestro Wealth Advisors, LLC

Avantax Welcomes Maestro Wealth Advisors, LLC Growth-minded North Carolina firm has more than $133 million in total client assets DALLAS – (April 13, 2021) – Avantax, the wealth management business of Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax-focused financial solutions, welcomes Maestro Wealth Advisors, LLC, an elite firm based in Winston-Salem, North […]

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 […]