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Blucora to Shed Tax Software Business, Rebrand As Avantax

Blucora's sale of TaxAct allows the company to focus solely on the wealth management business. ....

Marc Mehlman , Christopher Walters , Frederick Disanto , Ancora Holdings , Avantax Wealth Management , President Christopher Walters ,

Blucora to Present at the 12th Annual Midwest IDEAS Investor Conference on August 24th in Chicago, IL

Blucora to Present at the 12th Annual Midwest IDEAS Investor Conference on August 24th in Chicago, IL
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Blucora to Present at the 12th Annual Midwest IDEAS Investor Conference on August 24th in Chicago, IL

DALLAS, Aug. 15, 2022 Blucora, Inc. , today announced that Chris Walters, Chief Executive Officer and Marc Mehlman, Chief Financial Officer will present at the Midwest IDEAS Investor Conference. | August 15, 2022 ....

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Avantax boosts forgivable loans to advisers

Avantax boosted its spending on recruiting experienced financial advisers in 2021, reporting $22 million in outstanding forgivable loans. ....

Marc Mehlman , Exchange Commission , Avantax Investment Services Inc , Blucora Inc , Avantax Investment Services ,

Avantax focuses on bigger advisers as head count continues to drop

Blucora reported a 9.4% decline for 2021 in the number of financial advisers registered with Avantax, its broker-dealer and RIA business. ....

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