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 ...

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 ...

While 3,100 Avantax Inc. financial advisors likely to get slim bonuses or none at all once the sale of the firm to Cetera Holdings is complete, the chief executive of Avantax, Christopher Walters, ...

Even though Avantax is slated to fold into Cetera Financial Group by the end of the year, the two firms remain embroiled — at least for now — in a recruiting and trade secrets lawsuit. The firm ...

Four ex-Avantax executives who completed the largest M&A sale in the independent brokerage channel of wealth management this year made a combined $35 million on the deal. Processing Content After ...

Tabitha Bailey's run as legal chief proved short-lived, but she'll receive more than two years' worth of salary as she contemplates her next career move. Avantax legal chief Tabitha Bailey will ...

On Monday, Avantax announced it has agreed to be acquired by Cetera Holdings in an all-cash transaction worth $1.2 billion. The deal still requires approval from shareholders and regulators, but is ...

Blucora Inc. Wednesday reported an 9.4% decline for 2021 in the number of financial advisers registered with Avantax, its broker-dealer and registered investment adviser business, which focuses on tax ...

DALLAS, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Avantax ®, a leader in tax-focused financial planning and wealth management, welcomes Stephen Whyte, E.A., and his four-generation firm, Whyte & Associates, ...

DALLAS, Sept. 23, 2021 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, has added Chief of Staff, Holly Manton, and Vice President of Software Engineering, Suman Aluru, to the ...

Avantax legal chief Tabitha Bailey will receive a golden parachute worth $1.9 million for giving up her post following the close of the wealth management firm's merger with Cetera Holdings. Bailey was ...