HD Vest Reps Add $94M in AUM Thanks to Tax Talks, Tools
An enhanced software program helps reps process more client information so they can grow their practices.
H.D. Vest Rolls Out Financial Planning Software for Advisors
The software gives its nearly 5,000 advisors more access to information on client assets, even those held at other firms.
H.D. Vest Picks a Compliance-Friendly Social Media Platform
Guess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?