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Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.October 7
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The company is bringing together its tax-focused wealth management divisions.September 9
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David Knoch, the president of 1st Global, is getting ready for the close of the acquisition of his financial advisory firm by Blucora, the parent company of HD Vest, and is making plans for aligning with a former rival.April 4
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Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.March 19
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The executive must attend to a close family member who has recently learned of significant health challenges, a spokeswoman says.October 31
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CEO Bob Oros joined the company last year from Fidelity and has been leading efforts to bring aboard more accountants in the wake of the new tax law.May 2
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Sikich hires CFO; Rea & Associates principal retires; and other recent hires, promotions and personnel news from firms across the country.May 26
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The broker-dealer has named former Fidelity RIA chief Bob Oros as the long-time veteran's successor.January 23
