Updated Friday, August 1, 2014 as of 8:28 PM ET
Industry - Independent BDs
HD Vest Portfolio Tool Surpasses $700M AUM in First Year
Financial Planning
Thursday, December 19, 2013
Partner Insights

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.

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