Home Tags Blucora

Tag: Blucora

image_pdf

Avantax Recruits $200 Million Veteran Advisor from LPL

Avantax, a tax-focused financial planning firm, has recruited Sullivan Financial Services Inc., a Las Vegas-based firm led by veteran financial advisor Tom Sullivan, who...

Blucora’s Avantax to Buy $1.1 Billion New Jersey-Based RIA

Avantax, a tax-focused financial planning firm, has agreed to acquire Headquarters Advisory Group LLC, a New Jersey-based registered investment advisor with approximately $1.1 billion...

Blucora To Rebrand Wealth Management Division

Blucora, Inc. (NASDAQ: BCOR), a firm focused on wealth management and tax preparation, will rebrand its wealth management business to Avantax Wealth Management. With the...

Blucora Hires Former Cetera Exec as President of Wealth Management

Blucora Inc., a firm focusing on wealth management and tax preparation, has named Enrique Vasquez as president of wealth management, where he will be...

HD Vest CEO to Resign in Two Weeks

HD Vest Financial Services, a tax-focused broker-dealer with $45 billion in total client assets, announced that Bob Oros is stepping down from his role...