Avantax Inc BCOR

Primary Symbol: AVTA

Financial Services Asset Management

Avantax, Inc. is a provider of integrated tax-focused wealth management services and platforms. Its integrated tax-focused wealth management services consist of the operations of Avantax Wealth Management and Avantax Planning Partners. Avantax Wealth Management provides tax-focused wealth management solutions for financial professionals, tax professionals, CPA firms and their clients. Avantax Wealth Management offers its services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a United States tax-focused independent broker-dealer. Avantax Planning Partners is an in-house/employee-based RIA, insurance agency and wealth management business that partners with certified public accounting (CPA) firms in order to provide their consumer and small business clients with holistic financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services.

NDAQ:AVTA - Post by User

Avantax Inc

Bullboard Posts

Post by mart33on Mar 30, 2008 11:56am

225 Views

Post# 14922550

from Buy to Hold

InfoSpace Needham & Co downgrades Buy to Hold. Needham downgrades INSP to Hold from Buy as the stock has reached their previous price target of $11. The firm also lowers their estimates to account for greater competition and growth driver uncertainties.

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