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Avantax Value Stock - Dividend - Research Selection

Blucora

ISIN: US0952291005 , WKN: A1JZBJ

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Internet


Description of the company

Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, and tax professionals in the United States. The company operates through two segments, Wealth Management and Tax Preparation. The Wealth Management segment offers an integrated platform of brokerage, investment advisory, and insurance services to financial advisors. The Tax Preparation segment provides digital do-it-yourself tax preparation solutions for consumers and small business owners through TaxAct.com; and ancillary services, including refund payment transfer, audit defense, stored value cards, retirement investment accounts, tax preparation support services, data archive services, and e-filing services. This segment also offers professional tax preparer software. The company was formerly known as InfoSpace, Inc. and changed its name to Blucora, Inc. in June 2012. Blucora, Inc. was founded in 1996 and is headquartered in Irving, Texas.

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NEWS


Avantax, Inc.(NasdaqGS : AVTA) dropped from S&P TMI Index

2023-11-30
Avantax, Inc. dropped from S&P TMI Index...

Avantax, Inc.(NasdaqGS : AVTA) dropped from S&P 1000

2023-11-30
Avantax, Inc. dropped from S&P 1000...

Avantax, Inc.(NasdaqGS : AVTA) dropped from S&P Global BMI Index

2023-11-30
Avantax, Inc. dropped from S&P Global BMI Index...

Avantax, Inc.(NasdaqGS : AVTA) dropped from S&P Composite 1500

2023-11-30
Avantax, Inc. dropped from S&P Composite 1500...

Avantax, Inc.(NasdaqGS : AVTA) dropped from S&P 600

2023-11-30
Avantax, Inc. dropped from S&P 600...

Avantax, Inc.(NasdaqGS : AVTA) dropped from S&P Capital Markets Select Industry Index

2023-11-30
Avantax, Inc. dropped from S&P Capital Markets Select Industry Index...

Avantax, Inc.(NasdaqGS : AVTA) dropped from S&P 600 Financials

2023-11-30
Avantax, Inc. dropped from S&P 600 Financials ...

Carlyle Group and WP Carey Set to Join S&P MidCap 400; Others to Join S&P SmallCap 600

2023-11-27
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:

Cetera Closes Avantax Acquisition, Adds $82 Billion In Assets

2023-11-27
Cetera Holdings said it closed its acquisition of Avantax after shareholders of the tax-focused wealth manager voted Wednesday to approve Avantax’s sale to Cetera’s parent company. The deal adds more advisors and assets to Cetera while also expanding its tax-focused wealth management offering for investors. In an SEC filing on Nov. 21, Avantax reported that more than 80% of outstanding shares voted in favor of the sale.

Cetera Holdings Announces Close of Avantax Acquisition

2023-11-27
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 under management, as of September 30, 2023. Cetera retained Avantax's legal entities, brand, core technology, product offerings and existing cle