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…
Blucora
Blucora to buy CPA-focused RIA HK Financial Services for $160m
Blucora has agreed to acquire HK Financial Services (HKFS), a CPA-focused RIA with around $4.4bn in assets, for $160m. US-based…
Blucora to combine wealth businesses rebranded as Avantax
Blucora is set to bring together its wealth management businesses, HD Vest and 1st Global, under a single roof. Both…
Blucora to purchase tax-focused wealth manager 1st Global
Tax-driven financial solutions provider Blucora, which owns HD Vest, has agreed to buy 1st Global, a tax-focused wealth manager headquartered…