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Avantax, Inc. (AVTA)

NasdaqGM - NasdaqGM Delayed price. Currency in USD
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25.990.00 (0.00%)
As of 04:00PM EDT. Market open.
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  • PR Newswire

    Carlyle Group and WP Carey Set to Join S&P MidCap 400; Others to Join S&P SmallCap 600

    S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600 effective prior to the open of trading on Thursday, November 30:

  • PR Newswire

    Cetera Holdings Announces Close of Avantax Acquisition

    Avantax, Inc. (NASDAQ: AVTA) and Cetera Holdings, the holding company of Cetera Financial Group, announced today the successful completion of Cetera's acquisition of Avantax. Avantax is now a unique community within the Cetera family with 3,111 financial professionals, representing $82.3 billion in assets under administration and $42.0 billion in assets under management, as of September 30, 2023. Cetera retained Avantax's legal entities, brand, core technology, product offerings and existing cle

  • GlobeNewswire

    Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets

    Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint FinancialDALLAS, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Joshua B. Heims, AIF®, and Alan Gnoinski and their Lincoln Sparrow Advisors team to the Avantax Community. The financial advisors have approximately $100 million in total client assets as of Se