Stock AVTA AVANTAX, INC.
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Avantax, Inc. Stock

Equities

AVTA

US0952291005

Investment Management & Fund Operators

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Latest news about Avantax, Inc.

Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 600 Financials CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Capital Markets Select Industry Index CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 600 CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Composite 1500 CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Global BMI Index CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 1000 CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P TMI Index CI
Carlyle Group's Shares Rise as Company to Replace ICU Medical in S&P MidCap 400 Index MT
Carlyle Group to Replace ICU Medical in S&P MidCap 400 Index MT
Cetera Holdings Completes Acquisition of Avantax MT
Avantax, Inc.(NasdaqGS:AVTA) dropped from NASDAQ Composite Index CI
Aretec Group, Inc. completed the acquisition of Avantax, Inc. from a group of shareholders. CI
Declaration of Voting Results by Avantax CI
Avantax, Inc. Announces Management Resignations CI
Avantax, Inc. Announces Resignation of Marc Mehlman, Chief Financial Officer CI
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Latest transcript on Avantax, Inc.

Logo Avantax, Inc.
Avantax, Inc., Q2 2023 Earnings Call, Aug 10, 2023
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Analyst Recommendations on Avantax, Inc.

Barrington Research Downgrades Avantax to Market Perform From Outperform MT
Cantor Fitzgerald Downgrades Avantax to Neutral From Overweight, Adjusts Price Target to $26 From $27 MT
Barrington Research Cuts Avantax Price Target to $30 From $32.50, Maintains Outperform Rating MT
Cantor Fitzgerald Adjusts Avantax Price Target to $27 From $29, Maintains Overweight Rating MT
Benchmark Adjusts Avantax Price Target to $30 From $32, Maintains Buy Rating MT
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Press releases Avantax, Inc.

Cetera Holdings Announces Close of Avantax Acquisition PR
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets GL
Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets AQ
Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community GL
Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community AQ
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News in other languages on Avantax, Inc.

Nipte winst op Wall Street
Wall Street licht hoger
Wall Street richting rode opening
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Managers and Directors - Avantax, Inc.

Managers TitleAgeSince
Chris McClellen CTO
 Chief Tech/Sci/R&D Officer - 21-06-30
Jennifer Hutchins CIO
 Chief Investment Officer - -
Melissa Loner CMP
 Compliance Officer - 23-02-07
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Company Profile

Avantax, Inc. is a provider of integrated tax-focused wealth management services and platforms. Its integrated tax-focused wealth management services consist of the operations of Avantax Wealth Management and Avantax Planning Partners. Avantax Wealth Management provides tax-focused wealth management solutions for financial professionals, tax professionals, CPA firms and their clients. Avantax Wealth Management offers its services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a United States tax-focused independent broker-dealer. Avantax Planning Partners is an in-house/employee-based RIA, insurance agency and wealth management business that partners with certified public accounting (CPA) firms in order to provide their consumer and small business clients with holistic financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services.
Sector
Investment Management & Fund Operators
Calendar
2024-08-06 - Q2 2024 Earnings Release (Projected)
More about the company

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