Fidelity RIA Chief to Be HD Vest CEO
Bob Oros is leaving the clearing and custody post to lead the group of 4,500 indie advisors.
Blucora, HD Vest to Add Robo-Services
Some 5 million TaxAct clients will soon have access to the Financial Guard platform but can opt to work with FAs instead.
Indie HD Vest Bought by Blucora, Maker of TaxACT, for $580M
The online tax prep firm, formerly known as InfoSpace, hopes to boost business by aligning with the accountant-heavy independent BD, which has about 4,500 reps.
HD Vest on Track to Add 620 Advisors in 2015
The firm is "having a great year," CEO Roger Ochs told ThinkAdvisor.
How Tax-Savvy Advisors Can Tackle Obamacare Taxes
Chad Smith of HD Vest discusses ways to help clients with the Medicare surtax in the Affordable Care Act.
HD Vest Improves Tax Tool for Advisors
Even advisors who don't do tax returns are using the tool to facilitate conversation with clients, HD Vest's Scott Rawlins says.
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?