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Resources, news and testimonials for financial advisors

Our library of Advisor success stories, educational articles and relevant news serves as an up-to-date source of information on a wide range of financial topics.

Article

Evolving to win: The future of the tax business

August 29, 2018

Bob Oros , CEO of HD Vest, recently delivered a keynote presentation at the National Association of Tax Professionals’ annual conference. His main point centered around staying relevant, and he illustrated it by giving examples of legendary businesses that failed to evolve (such as Blockbuster) and those that successfully disrupted themselves (Netflix). ...

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Tax reform presents new opportunities for tax pros

July 24, 2018

Tax reform was supposed to radically simplify the U.S. tax code to the point that most returns could be filed on a postcard, which could have put many tax professionals out of work. In reality, the newly revised tax code includes both new tax breaks and new burdens for filers next year. ...

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HD Vest CEO focuses on making more tax pros into financial planners

May 11, 2018

HD Vest Financial Services CEO Bob Oros joined the company last year from Fidelity and has been leading the way on HD Vest’s efforts to bring aboard more tax professionals and accountants to help them expand their financial planning services for clients, especially in the wake of the new tax law. ...

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Article

What Amazon can teach tax professionals about adding financial planning services

May 01, 2018

In less than 20 years, Amazon has gone from being an online bookseller to the fourth-most valuable company in the world for one simple reason—they make things easy for the customer. Talk about one-stop shopping. Whether a customer wants to buy patio furniture, detergent or the latest movie, they only have to log on to one site. And with Prime, shipping is always free. ...

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