BCOR Articles, Blucora Inc.
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DALLAS, June 28, 2022 (GLOBE NEWSWIRE) -- Avantax ® , a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP ® , ChFC ® , CLU, JD, who becomes a Financial Planning Consultant with...
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DALLAS, June 16, 2022 (GLOBE NEWSWIRE) -- Avantax Planning Partners℠, an in-house/employee-based RIA (registered investment advisor) that partners with CPA firms to provide clients with holistic financial planning, advisory services and retirement plan solutions, recently hosted its ...
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DALLAS, June 14, 2022 (GLOBE NEWSWIRE) -- Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax focused financial solutions, today announced Chris Walters, President and Chief Executive Officer and Marc Mehlman, Chief Financial Officer will participate in the virtual E...