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HD Vest Financial Services
Oros joining HD Vest as CEO
The former Fidelity RIA head replaces a 30-year company veteran.
New partnership merges tax prep and digital wealth management
Blucora's deal with Legg Mason's Financial Guard shows a way for robo advice providers to stand out in a crowded market.
FP50: A shakeout is coming for the nation’s biggest IBDs
The independent broker-dealer industry could lose a third of its brokers and many of its smallest firms, experts predict. What does that mean for survivors?
