December 11, 2020
Barbara Herman Quoted
By Diana Britton
Avantax Wealth Management, Blucora’s wealth management business created from the acquisitions of HD Vest and 1st Global, recently launched two new affiliation models to help recruit and support financial professionals whose value proposition is largely tax-centric financial planning.
“We’re in an environment where firms are stepping back and saying, ‘We want to be relevant. We want to be competitive,’ competitive both in terms of client retention and adding additional sources of revenues, but also competitive in terms of recruiting,” said Barbara Herman, senior vice president at Diamond Consultants.
