Packaging tax preparation with wealth management is how a digital wealth management provider will gain a competitive advantage in an increasingly crowded market.
That's the premise in Blucora's new partnership with Legg Mason's robo advice platform Financial Guard, says John Clendening, president and chief executive at Blucora.
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