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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...