HD Vest Financial Services, one of the few broker-dealers that specialize in tax issues and works to recruit CPAs to become CFPs, is being acquired by Blucora, the onetime Internet giant known as InfoSpace.
HD Vest will complement TaxAct, an online tax-preparation service Blucora bought in 2012. The idea is that, going forward, Blucora will have a steadier, more predictable business model as Blucora’s tax advisors look to sell investment products to the roughly 25,000 people who use TaxAct.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access