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Sponsored: The SECURE Act – The Gift That Keeps on Giving

By Kelli Click, president of STRATA Trust Company The end of last year brought a considerable gift for retirement savers, financial advisors and other professionals...

Hatteras Sky Names Managing Director of Capital Markets

Hatteras Sky, a commercial real estate development firm focusing on tax-incentivized and conventional development, has named Jay Rosoff as managing director of capital markets. Rosoff...

ADISA Submits Letter to Congress Over IRS Treatment of REIT Distributions

The Alternative & Direct Investment Securities Association (ADISA), a trade group for the retail alternative investment space, has submitted a letter to several members...

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...

Guest Content: Opportunity Zones vs 1031 Exchanges

By: Timothy Witt, Director of Research and Due Diligence Officer at Concorde With the release of the second round of proposed opportunity zone (OZ) regulations...

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...

HD Vest’s Wymer Brownlee Continues Hiring Spree

Wealth management firm Wymer Brownlee, the largest independent advisor affiliate of HD Vest Financial Services, has expanded its tax team with the hiring of...