July 13, 2024

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HK Economical Products and services Rebrands as Avantax Setting up Partners, Maintaining the Same Effective Benefit … | Money

2 min read
HK Economical Products and services Rebrands as Avantax Setting up Partners, Maintaining the Same Effective Benefit … | Money
HK Economical Products and services Rebrands as Avantax Setting up Partners, Maintaining the Same Effective Benefit … | Money

As section of the model alignment, the in-home retirement giving that was previously referred to as HK Economic Products and services Retirement Prepare Expert services will now be referred to as Avantax Retirement System Services℠. It will continue delivering complete fiduciary providers, expense administration, focused administration and help, and staff enrollment and education. This offering, offered to all Tax and Money Gurus affiliated with Avantax, serves a broader foundation of company customers in a a lot more holistic fashion.

“Our thesis driving the highly complementary acquisition of HKFS was that it would assistance Avantax grow the means its functions with accounting corporations and tax industry experts, although also supporting Blucora’s development objectives,” reported Blucora President and Main Government Officer Chris Walters. “The rebranding is an critical, community-struggling with demonstration that our lines of organization are tightly aligned. We are self-confident that our differentiated tax-concentrated prosperity administration system and marketplace position are compelling for the ideal Economical Experts and their shoppers, and furthermore, will aid our long run expansion.”

About Blucora® Blucora, Inc. (NASDAQ: BCOR) is on the forefront of financial technology, a company of facts and technology-pushed methods that empowers persons to increase their economical wellness. Blucora operates in two segments, including (i) prosperity management, by its tax-targeted Avantax Wealth Administration and Avantax Planning Associates (previously HKFS) makes, with a collective $76 billion in overall customer assets as of September 30, 2020 and (ii) tax preparation, via its TaxAct business, a industry chief in tax preparation software program with close to 3 million shopper and 20,000 skilled end users in 2020. With built-in tax focused application and prosperity management, Blucora is uniquely positioned to aid our clients in accomplishing improved extended-phrase outcomes through holistic, tax-advantaged solutions. For extra data on Blucora, visit  www.blucora.com.

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