HD Vest Brings Together Over 1,500 Independent Financial Advisors, Experts and Industry Thought Leaders at CONNECT2017
June 27 2017 - 8:00AM
With 100+ Educational Sessions, Annual Conference
Arms Advisors with Best Practices and Resources they Need to
Prosper and Deliver a Premium Client Experience
HD Vest, a leading independent financial services firm providing
wealth management solutions, specifically through tax
professionals, today began its four-day annual CONNECT2017
conference. Taking place at the Wynn Las Vegas & Encore Hotel
in Las Vegas, the conference brings together more than 1,500
advisors, exhibitors and other partners to discuss the dynamic
financial advice industry.
The theme of this year’s conference – Ignite-Evolve-Achieve –
serves to inspire advisors to grow their practices, navigate
through industry changes and reach their 2017 goals.
“When we first developed our CONNECT conference, our goal was to
help advisors implement tools to energize and expand their
practices,” said Bob Oros, CEO of HD Vest. “Now in our
twenty-second year, our conference provides advisors with the
latest information regarding regulatory changes, technology
disruption and other trends impacting the industry. This year’s
theme, ‘Ignite – Evolve – Achieve’ will help advisors explore the
tools at their disposal to navigate industry changes that are
directly impacting their businesses.”
Activities at this year’s conference include:
- Over 100 intimate breakout sessions and networking events
focusing on important industry topics such as discussing fees with
clients, emphasizing cybersecurity, and creating advisor succession
plans.
- Keynote address from Sugar Ray Leonard, a legendary sports icon
and Olympian, and author of The Big Fight, My Life in and Out of
the Ring.
- Other speakers include best-selling author Daniel Pink and
internationally-recognized artist Phil Hansen.
- Networking events such as receptions, dinners and
breakfasts.
Building on this year’s theme of evolution, the Department of
Labor Fiduciary Rule will play a large role at this year’s
conference – with multiple panels and sessions focusing on the
important topic. Advisors will learn different tactics and tools to
help guide compliance with the next phase of implementation.
HD Vest Financial Services is a subsidiary of Blucora, Inc.
(NASDAQ:BCOR), a leading provider of technology-enabled financial
services.
About HD Vest Financial Services
Since its inception in 1983, HD Vest Financial Services® has
supported an independent network of tax and non-tax professionals
who provide comprehensive financial services including securities
insurance, money management services, and banking solutions. The
firm has over 4,400 independent contractors, who manage over $40
billion in assets for individuals, families and small businesses in
all 50 states.1 HD Vest Investment Services is ranked as one of the
top 15 independent broker-dealer firms.2 To learn more about HD
Vest, a business of Blucora, Inc. (NASDAQ:BCOR), visit
www.hdvest.com.
1As of March 31, 2017 2Think Advisor 2016 Broker-Dealer
Reference Guide, which measured/ranked the top 25 independent
broker-dealers by annual revenue.
HD Vest Financial Services® is the holding company for the group
of companies providing financial services under the HD Vest
name. The HD Vest affiliated companies exclusively provide
financial products and services, and do not provide or supervise
tax or accounting services. Advisors may provide tax, accounting or
other services through their independent outside businesses, but
these services are separate and apart from HD Vest.
Securities offered through HD Vest Investment ServicesSM,
Member: SIPC, Advisory services offered through HD Vest Advisory
ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX
75038, (972) 870-6000
Contacts
Shaunna Morgan
HD Vest
shaunna.morgan@blucora.com
319.531.3626
Alexandra Gambale
Peppercomm
agambale@peppercomm.com
212.931.6170
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