News and Press
H.D. Vest Advisor Tom Karsten Named to CPA Technology Advisor’s 40 under 40 - November 16, 2009
Roger Ochs and H.D. Vest Advisor Marc Wagner Discuss CPAs and the Broker/Dealer
Relationship - November 16, 2009
Roger Ochs Quoted About Rebuilding Retirement Plans - October 5, 2009
Roger Ochs Discusses Opportunity for Tax Professionals in Accounting Today - July 20, 2009
Roger Ochs Discusses Why Enrolled Agents Should Offer Investment Planning in California Enrolled Agent Magazine - May 15, 2009
H.D. Vest Honored with Financial Planning Award for Sixth Straight Year - April 1, 2009
H.D. Vest Advisor Gus Petsas Featured in an InvestmentNews Article About
Community Involvement - March 30, 2009
H.D. Vest Wealth Management Planning Strategist Chad Smith Interviewed for
Estate Planning Webcast - March 18, 2009
Roger Ochs Reminds Advisors to Remain Calm in January CPA Wealth Provider - January 26, 2009
Roger Ochs Quoted About the Natural Transition of CPAs into Planners - January 5, 2009
Scott Rawlins Quoted in December Practical Accountant - December 2008
Roger Ochs and H.D. Vest Featured in the November Registered Rep - November 2008
H.D. Vest Launches Remote Check Scanning for Advisor Offices - November 2008
Press Contact
Susan Patrick
pr@hdvest.com