-
The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.January 7
-
Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.November 7
-
Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.October 7
-
HD Vest's parent displayed the growth coming from the acquisition of its former rival.August 9
-
The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.June 5
-
The two firms' boosts came amid equity headwinds — and both wealth management units now have nearly 4,400 financial advisors.May 13
-
Blucora’s wealth management unit is transforming while showing some impressive results. But is the firm moving too fast?April 22
-
The IBD's advisors can expect new technology and product offerings, says David Knoch.April 4
-
Should advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps.March 19
-
The tax-focused IBD’s custodial and platform transition is taking longer than the company or its advisors expected.February 14
