AVTA

Value Creation Plan outlines path for driving sustained value for all stakeholders, and illustrates Dye & Durham's track record of capital allocationDye & Durham's nominees have the right mix of skills, experience, and expertise to support the Company's long-term value and growth trajectoryCompany to hold Investor Briefing in early DecemberTORONTO, Nov. 12, 2024 /CNW/ - Dye & Durham Limited ("Dye & Durham" or the "Company") (TSX: DND) today announced the release of a detailed presentation to shareholders that outlines Dye & Durham's 'Value Creation Plan', to continue driving sustainable long term value for all stakeholders. The presentation reviews Dye & Durham's track record of allocating

Sonida Senior Living, Inc. ("Sonida" or the "Company") (NYSE:SNDA), a leading owner, operator and investor in senior living communities, announced today that Tabitha Bailey will be appointed senior vice president and chief legal officer, effective January 1, 2025, reporting to President and Chief Executive Officer, Brandon Ribar. Ms. Bailey will succeed David Brickman, who will be stepping down from his current role to pursue other opportunities after a distinguished, 32-year career with Sonida. In the interim, Mr. Brickman and Ms. Bailey will be working closely together to ensure a seamless transition. To assist through this period, the Company and Mr. Brickman have entered into a six-mont

NEW YORK, Nov. 27, 2023 /PRNewswire/ -- 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: Carlyle Group Inc. (NASD: CG) will replace ICU Medical Inc. (NASD: ICUI) in the S&P MidCap 400. ICU Medical will replace PacWest Bancorp (NASD: PACW) in the S&P SmallCap 600. Banc of California Inc. (NYSE:BANC) is acquiring PacWest Bancorp in a deal expected to be completed soon, pending final closing conditions. Post-merger, Banc of California will remain in the S&P SmallCap 600. ICU Medical is more representative of the small-cap market space.WP Carey Inc. (NYSE: WPC) will replace Worthingt

Avantax to operate as a unique community within Cetera Holdings, bringing more than 3,100 financial professionals and over $82 billion in assets to Cetera Acquisition further expands Cetera's tax and wealth management offerings and represents core component of Cetera's growth strategy DALLAS and LOS ANGELES, Nov. 27, 2023 /PRNewswire/ -- 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 unde

DALLAS, 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 September 2023. "We're very happy to have found Avantax because they have exactly what we need for our growth, which is an extensive network of CPAs and tax professionals, and we're looking forward to working with tax pros in our area," said Heims, founder and managing director of Lincoln Sparrow Advisors. "When it comes to tax-focused financial planning, the offerings at Avan

DALLAS, Nov. 16, 2023 (GLOBE NEWSWIRE) -- Avantax® conducted its largest-ever National Conference in Chicago attended by more than 1,100 Financial Professionals, Wealth Management Assistants, Home Office staff, and Educational Partners. At the conference – themed "Profound Approach, Enduring Impact" – attendees heard about record-breaking performances during 2023, re-energized relationships, and learned how Avantax plans to support the continued growth of its Financial Professionals and their firms. This year's Avantax National Conference marked the firm's 40th business anniversary. During his opening remarks, Avantax Wealth Management President Todd Mackay lauded the Avantax Community an

DALLAS, Nov. 09, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomed more than 150 independent Financial Professionals during the first three quarters of 2023 as advisor appetite remains high for aligning with Avantax's deep pool of tax professionals and accounting practices. "We had an incredible third quarter and I'm proud of how we continue attracting Financial Professionals, including licensed tax professionals; they're obviously seeing the value in Avantax having firmly planted our flag in tax-intelligent financial planning," said Tim Stewart, VP and Head of Business Development at Avantax. "We have kept strong traction with p

Avantax (NASDAQ:AVTA) reported quarterly earnings of $0.36 per share which beat the analyst consensus estimate of $0.19 by 89.47 percent. This is a 280 percent increase over losses of $(0.20) per share from the same period last year. The company reported quarterly sales of $192.34 million which beat the analyst consensus estimate of $191.90 million by 0.23 percent. This is a 12.03 percent increase over sales of $171.70 million the same period last year.

DALLAS, Nov. 06, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ:AVTA), a leading provider of technology-enabled, tax-intelligent financial solutions, today announced financial results for the third quarter ended September 30, 2023. Third Quarter Highlights and Recent Developments Reported total revenue of $192.3 million for the third quarter. This represents an increase of 16.5% compared to the third quarter of the prior year.Continued to deliver net positive asset flows for the seventh consecutive quarter with approximately $673.0 million for the third quarter.Ended the third quarter with total client assets of $82.3 billion, $42.0 billion of which were advisory assets, representing 51.

The most overbought stocks in the financial sector presents an opportunity to go short on these overvalued companies. The RSI is a momentum indicator, which compares a stock's strength on days when prices go up to its strength on days when prices go down. When compared to a stock's price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70. Here’s the latest list of major overbought players in this sector. Assurant, Inc. (NYSE:AIZ) Assurant reported better-than-expected third-quarter sales results. The company’s stock has a 52-week high of $167.81. . RSI Value: 73.54 AIZ Price A

DALLAS, Oct. 12, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes back veteran financial advisor Aaron Watson who said he transferred back to Avantax after one year with another broker-dealer because he can better serve clients with Avantax's tax-centric platform. "I'm excited to rekindle my relationship with Avantax and to be back in the saddle with a broker-dealer who understands the value of tax-efficient investing," said Watson, who had been with Avantax for 23 years prior to his brief stint with Cambridge. "Other broker-dealer technology and platforms aren't tax-centric, and I can serve my clients better with Avantax; f

DALLAS, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, welcomes Bob Ervolina, J.D., Certified Wealth Strategist®, and his Lifetime Wealth Management Group, near Buffalo, NY. Ervolina transferred to Avantax from Securities America, a broker-dealer of Osaic (formerly Advisor Group) because he wanted to be part of a close-knit community of financial advisors and tax professionals. "I found the ease of doing business with Avantax attractive, and I really like their CPA network. Even though I've only been on board since August, the move to Avantax has been beneficial already," Ervolina said. "Avantax quickly introduced me to a CPA

DALLAS, Sept. 19, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, has the second-highest ratio of women as a percentage of producing reps – 24% – when compared with all other broker dealers in Financial Planning magazine's IBD Elite 2023 study. Avantax's ratio of women Financial Professionals also compares favorably to the industry average of 18% (Dec. 31, 2020, Cerulli Lodestar data). "We are excited Financial Planning ranked us #2 in the IBD space for women and we are working hard as one Avantax Community to build on the progress we've made with the goal of diversifying our advisor ranks even further," said Laurie Stack, VP, Business

NEW YORK, Sept. 15, 2023 (GLOBE NEWSWIRE) -- Hostess Brands, Inc. (NASDAQ:TWNK) Lifshitz Law PLLC announces an investigation into possible breach of fiduciary duties in connection with the sale of TWNK to The J.M. Smucker Company for $30.00 in cash and 0.03002 shares of The J.M. Smucker Company common stock for each share of TWNK common stock owned. If you are a TWNK investor, and would like additional information about our investigation, please complete the Information Request Form or contact Joshua Lifshitz, Esq. by telephone at (516)493-9780 or e-mail at info@lifshitzlaw.com. Avantax, Inc. (NASDAQ:AVTA) Lifshitz Law PLLC announces an investigation int

Barrington Research analyst Alexander Paris downgrades Avantax (NASDAQ:AVTA) from Outperform to Market Perform.

Upgrades RBC Capital upgraded the previous rating for Equinox Gold Corp (AMEX:EQX) from Underperform to Sector Perform. In the second quarter, Equinox Gold showed an EPS of $0.02, compared to $0.16 from the year-ago quarter. The stock has a 52-week-high of $5.84 and a 52-week-low of $2.36. At the end of the last trading period, Equinox Gold closed at $4.75. According to B. Riley Securities, the prior rating for Bicycle Therapeutics PLC (NASDAQ:BCYC) was changed from Neutral to Buy. Bicycle Therapeutics earned $1.41 in the second quarter, compared to $0.90 in the year-ago quarter. The current stock performance of Bicycle Therapeutics shows a 52-week-high of $33.40 and a 52-week-low of $18.

Over the past 3 months, 5 analysts have published their opinion on Avantax (NASDAQ:AVTA) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a company's business to predict how a stock will trade over the upcoming year. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 1 3 1 0 0 Last 30D 0 0 1 0 0 1M Ago 0 0 0 0 0 2M Ago 1 2 0 0 0 3M Ago 0 1 0 0 0 In the last 3 months, 5 analysts have offered 12-month price targets for Avantax. The company has an average price target of $29.1 with a high of $32.50 and a low of $26.00. Below is a summary of how these 5 analysts rated Avantax over the past 3 months

Cantor Fitzgerald analyst Josh Siegler downgrades Avantax (NASDAQ:AVTA) from Overweight to Neutral and lowers the price target from $27 to $26.

U.S. stocks traded higher toward the end of trading, with the Nasdaq Composite gaining more than 1% on Monday. The Dow traded up 0.29% to 34,676.52 while the NASDAQ rose 1.16% to 13,920.60. The S&P 500, also rose, gaining, 0.66% to 4,486.98. Check This Out: Lattice Semiconductor, Navitas Semiconductor And 2 Other Stocks Insiders Are Selling  Leading and Lagging Sectors Consumer discretionary shares jumped by 2.6% on Monday. In trading on Monday, energy shares fell by 1.3%.  Top Headline JM Smucker (NYSE:SJM) has announced an acquisition of Hostess Brands (NASDAQ:TWNK) that is expected to be completed April 30, 2024. Under the terms of the agreement, JM Smucker has agreed to give Hos

Gainers Crinetics Pharmaceuticals, Inc. (NASDAQ:CRNX) jumped 76% to $28.13 after the company's once-daily oral paltusotine achieved the primary and secondary endpoints in the Phase 3 PATHFNDR-1 study in acromegaly. NovaBay Pharmaceuticals, Inc. (NYSE:NBY) shares climbed 62.9% to $1.01 after the company granted Biostem Technologies the right to commercialize amniotic tissue allograft, which is intended for use as a protective covering during the repair of ocular surfaces. Plus Therapeutics, Inc. (NASDAQ:PSTV) surged 38% to $1.9167. Plus Therapeutics received $1.9 million advance payment from CPRIT. Avantax, Inc. (NASDAQ:AVTA) rose 27.5% to $25.45 as the company agreed to be acquired b

U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining around 80 points on Monday. The Dow traded up 0.40% to 34,715.88 while the NASDAQ rose 0.58% to 13,841.50. The S&P 500, also rose, gaining, 0.52% to 4,480.87. Check This Out: Lattice Semiconductor, Navitas Semiconductor And 2 Other Stocks Insiders Are Selling  Leading and Lagging Sectors Consumer discretionary shares jumped by 1.8% on Monday. In trading on Monday, information technology shares fell by 0.2%.  Top Headline Virco Mfg. Corporation (NASDAQ:VIRC) shares jumped around 12% on Monday after the company reported better-than-expected second-quarter earnings. Virco Mfg posted quarterly earnings o

William Blair analyst Jeff Schmitt downgrades Avantax (NASDAQ:AVTA) from Outperform to Market Perform.

Avantax Inc. (NASDAQ:AVTA) has agreed to be acquired by Cetera Holdings for about $1.2 billion in an all-cash deal, including existing debt. Avantax stockholders will receive $26.00 per share in cash, reflecting a 30% premium over the September 8, 2023, closing stock price. After the completion, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals, representing $83.8 billion in assets under administration and $42.6 billion in assets under management as of June 30, 2023. "This transaction, upon closing, will deliver immediate cash value to Avantax stockholders. It is a result of Avantax's strategic transformation and value creat

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