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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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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
