Women are taking control of more wealth, and it helps advisors to understand their experience and motivations.

Avantax Advisory Services Inc. cut its stake in shares of Oshkosh Co. (NYSE:OSK – Free Report) by 48.1% during the fourth quarter, Holdings Channel.com reports.The institutional investor owned ...

Avantax Advisory Services Inc. reduced its position in BCE Inc. (NYSE:BCE – Free Report) (TSE:BCE) by 37.7% in the 4th quarter, according to its most recent filing with the SEC.The firm owned ...

John Aaron is a financial advisor in Dallas, TX. They have been in practice for 18 years, the last 2 years at Avantax Insurance Agency And/or Avantax Insurance Services. John Aaron is a financial ...

Evan R. Guido is president and senior wealth advisor at AKSALA Wealth, which offers securities through Avantax Investment ServicesSM, Member FINRA, SIPC and investment advisory services through ...

They have been in practice for 12 years, the last 5 years at Avantax Investment Services, Inc.. Matthew Adams is a financial advisor in Eugene, OR, and have earned their ChFC, CFP. They have been ...

Part of GC Three Holdings LLC, Locus Dialogue, Inc. is a Canadian company that develops speech recognition software. The ...