Avantax shareholders overwhelmingly approved the merger between the tax-focused wealth management firm and Cetera Holdings at a special shareholder meeting Tuesday, according to SEC filings. Avantax ...
In September, executives of Avantax, the tax-focused wealth management firm formerly known as Blucora with some $83 billion in client assets, announced they would sell the firm in an all-cash ...
Cetera Financial Holdings senior management is planning a webinar Thursday afternoon with Avantax Inc.’s financial advisors to discuss questions raised by some of the 3,100 advisors in the wake of ...
Cetera Holdings this week said it was spending $1.2 billion to acquire the nearly 3,100 tax focused financial advisors at Avantax Inc., a clear indication that the valuations for broker-dealers and ...
NEW YORK--(BUSINESS WIRE)--Engine Capital LP, which owns approximately 2% of the outstanding shares of Avantax, Inc. (NASDAQ: AVTA) (“Avantax” or the “Company”), today announced that it has sent the ...
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