Updated Saturday, April 19, 2014 as of 1:09 PM ET
Industry - Independent BDs
HD Vest Portfolio Tool Surpasses $700M AUM in First Year
Financial Planning
Thursday, December 19, 2013

Tax-focused independent broker-dealer HD Vest has grown its still-new portfolio management tool, which launched in October of last year, to over $700 million in assets under management.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Advisors on the Move: Cambridge Snags $500 Million Team

Current Issue

The April Issue is now online!

Already a subscriber? Log in here