Blucora chief steps down over disagreements in scope of authority
Tax-focused wealth manager Blucora president and CEO John Clendening has decided to call it quits. The resignation was due to disagreements…
Tax-focused wealth manager Blucora president and CEO John Clendening has decided to call it quits. The resignation was due to disagreements…
Blucora has agreed to acquire HK Financial Services (HKFS), a CPA-focused RIA with around $4.4bn in assets, for $160m. US-based…
Blucora is set to bring together its wealth management businesses, HD Vest and 1st Global, under a single roof. Both…
Tax-driven financial solutions provider Blucora, which owns HD Vest, has agreed to buy 1st Global, a tax-focused wealth manager headquartered…