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

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 ...

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 ...

Its four advisers are affiliated with Avantax, a tax-focused financial planning and wealth management firm that is part of Cetera Financial Group.

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 ...

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