Inactive Instrument

Avantax, Inc.

Equities

AVTA

US0952291005

Investment Management & Fund Operators

Avantax, Inc. Announces Step Down of Christopher Walters, Chief Executive Officer

November 13, 2023 at 05:05 pm EST

Avantax, Inc. announced that on November 6, 2023, Christopher Walters, the Chief Executive Officer of the Company, announced that, subject to the closing of the Merger, he plans to step down from the role of Chief Executive Officer after the end of 2023.

Latest news about Avantax, Inc.

Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 600 Financials	Nov. 30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Capital Markets Select Industry Index	Nov. 30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 600	Nov. 30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Composite 1500	Nov. 30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Global BMI Index	Nov. 30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 1000	Nov. 30	CI
Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P TMI Index	Nov. 30	CI
Carlyle Group's Shares Rise as Company to Replace ICU Medical in S&P MidCap 400 Index	Nov. 28	MT
Carlyle Group to Replace ICU Medical in S&P MidCap 400 Index	Nov. 28	MT
Cetera Holdings Completes Acquisition of Avantax	Nov. 27	MT
Avantax, Inc.(NasdaqGS:AVTA) dropped from NASDAQ Composite Index	Nov. 27	CI
Aretec Group, Inc. completed the acquisition of Avantax, Inc. from a group of shareholders.	Nov. 26	CI
Declaration of Voting Results by Avantax	Nov. 21	CI
Avantax, Inc. Announces Management Resignations	Nov. 13	CI
Avantax, Inc. Announces Resignation of Marc Mehlman, Chief Financial Officer	Nov. 13	CI
Avantax, Inc. Announces Step Down of Christopher Walters, Chief Executive Officer	Nov. 13	CI
Tranche Update on Avantax, Inc.'s Equity Buyback Plan announced on December 19, 2022.	Nov. 06	CI
Avantax, Inc. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2023	Nov. 06	CI
Earnings Flash (AVTA) AVANTAX Reports Q3 Revenue $192.3M	Nov. 06	MT
Earnings Flash (AVTA) AVANTAX Reports Q3 EPS $0.36	Nov. 06	MT
North American Morning Briefing : Lower Treasury -2-	23-10-31	DJ
Barrington Research Downgrades Avantax to Market Perform From Outperform	23-09-12	MT
Cantor Fitzgerald Downgrades Avantax to Neutral From Overweight, Adjusts Price Target to $26 From $27	23-09-12	MT
North American Morning Briefing : Stock Futures -2-	23-09-12	DJ
Financials Up Ahead of Inflation Data -- Financials Roundup	23-09-11	DJ

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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

2024-05-07 - Q1 2024 Earnings Release (Projected)

More about the company

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Wealth Management