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?