June 22, 2021

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HK Monetary Products and services Rebrands as Avantax Arranging Companions, Trying to keep the Very same Potent Value …

5 min read

Avantax Preparing Partners℠ and its RIA product serve CPAs holistically with turnkey tax, prosperity administration, customer advancement and economical preparing solutions

DALLAS, Jan. 04, 2021 (Globe NEWSWIRE) — HK Economic Solutions (“HKFS”), a speedy-increasing, CPA-centered registered investment decision advisor (“RIA”), has been rebranded Avantax Arranging Associates and will work together with Avantax Prosperity ManagementSM. The mixed providers provide unique, versatile affiliation designs, with the RIA product being significantly interesting to mid-dimension to massive accounting firms.

The acquisition of HKFS in July 2020 by Blucora, Inc. (NASDAQ: BCOR), the mum or dad enterprise of Avantax, extra an desirable product for accounting corporations looking to holistically serve their consumers with the addition of prosperity administration expert services. Under its new brand name, Avantax Setting up Partners will continue its legacy of presenting a turnkey wealth management method for its affiliates whilst delivering thorough tax and economic setting up expert services, as well as shopper progress, coaching, advertising, compliance expert services and extra.

Avantax Setting up Partners even more strengthens Avantax’s flexible affiliation versions, which consist of:

  • An unbiased broker-vendor for tax and prosperity management specialists for whom independence is paramount
  • A number of referral designs for tax gurus who desire a partnership or affiliation design by which their clients’ monetary arranging wants are fulfilled and
  • An personnel-centered model serving CPAs and tax specialists by partnering with Avantax’s in-home RIA.

“Avantax Scheduling Partners has permitted us to broaden how Tax and Economical Experts can affiliate with Avantax, like the in-dwelling RIA design, which is specially appealing to substantial accounting corporations,” claimed Avantax Prosperity Management President, Todd Mackay. “Flexible affiliation designs are main to the Avantax benefit proposition mainly because they present powerful means for us to spouse with Tax and Fiscal Gurus of all sizes, from sole practitioners, to multi-spouse CPA firms. Additionally, our a number of affiliation product delivers a turnkey resolution for our unbiased Monetary Experts wanting to transition their prosperity administration reserve of small business.”

The new, much more tightly aligned branding will not alter the client working experience.

“The HKFS small business design remains unchanged – as Avantax Arranging Associates, we will proceed operating hand-in-hand with CPAs and tax professionals to offer turnkey wealth management and economic preparing services to their customers,” stated Louie Rosalez, President of Avantax Arranging Associates. “There will be no alter in our relationships with our existing affiliate marketers or our service to shoppers. Our team continues to be laser centered on providing the high-touch working experience consumers have appear to know, and count on, from us.”

As element of the brand alignment, the in-house retirement featuring that was formerly referred to as HK Money Services Retirement Prepare Solutions will now be referred to as Avantax Retirement Program Services℠. It will keep on delivering entire fiduciary providers, investment administration, committed administration and assist, and staff enrollment and schooling. This supplying, out there to all Tax and Money Industry experts affiliated with Avantax, serves a broader foundation of small business shoppers in a extra holistic fashion.

“Our thesis driving the really complementary acquisition of HKFS was that it would assistance Avantax expand the techniques its is effective with accounting firms and tax pros, while also supporting Blucora’s progress objectives,” said Blucora President and Main Executive Officer Chris Walters. “The rebranding is an critical, community-struggling with demonstration that our traces of business enterprise are tightly aligned. We are self-assured that our differentiated tax-centered wealth management system and industry placement are persuasive for the suitable Monetary Gurus and their prospects, and likewise, will guidance our long run development.”

About Blucora®
Blucora, Inc. (NASDAQ: BCOR) is on the forefront of money technological innovation, a supplier of knowledge and technological know-how-pushed methods that empowers men and women to strengthen their economic wellness. Blucora operates in two segments, such as (i) wealth management, by means of its tax-concentrated Avantax Prosperity Administration and Avantax Planning Partners (previously HKFS) makes, with a collective $76 billion in total customer assets as of September 30, 2020 and (ii) tax preparation, by means of its TaxAct business, a market leader in tax preparing computer software with close to 3 million consumer and 20,000 specialist consumers in 2020. With integrated tax targeted software and wealth administration, Blucora is uniquely positioned to guide our prospects in acquiring better extensive-phrase outcomes by means of holistic, tax-advantaged remedies. For extra facts on Blucora, visit  www.blucora.com.

About Avantax Prosperity Management℠
Avantax Prosperity Management℠ (which contains the Prosperity Administration enterprise of Blucora, Inc.) offers a tax-advantaged approach for in depth economical preparing. As a result of its Tax-Smart approach, Avantax Fiscal Industry experts enable customers leverage taxes to create monetary advancement prospects. Most economic providers handle taxes as an afterthought, or not at all, even although taxes are a single of life’s most complicated and pricey bills. Avantax takes advantage of technology, tax and wealth administration insights to uncover tailor-made and advantageous chances throughout our clients’ fiscal lifecycles to enable allow far better extended-expression outcomes.

About Avantax Scheduling Partners℠
Avantax Organizing PartnersSM is a national monetary setting up and prosperity management firm that companions with CPA companies to combine and provide holistic fiscal and tax-arranging services to their customers. Using the Guidance Organizing Approaches scheduling device, Avantax Setting up Partners visually lays out a lengthy-expression plan, looking at a broad array of monetary conclusions and their possible impacts on clients’ economic health. Via this special and established tactic, Avantax Arranging Companions and CPA corporations aid clientele make development toward their financial aims as a result of methods this kind of as asset administration, estate planning, retirement organizing, tax arranging, threat administration and additional.

About Retirement Prepare Services℠
Avantax Retirement Program ServicesSM presents a turnkey retirement plan resolution intended for business entrepreneurs and their workforce. The comprehensive system incorporates whole fiduciary coverage, financial investment management, dedicated expert services and assist and personnel education and learning. The retirement strategy expert services crew customizes options developed to have a meaningful impact for organization owners and their staff members. The comprehensive companies allow for shoppers to limit retirement plan administration, cut down fiduciary chance, and give customized participant instruction.

Media Make contact with:
Dee Littrell
Investor Relations
[email protected]  

Avantax WM HoldingsSM is the holding business for the team of organizations giving money companies under the AvantaxSM identify. Securities offered as a result of Avantax Financial commitment Services℠, Member FINRA, SIPC. Investment decision advisory products and services supplied by Avantax Advisory Services℠ and Avantax Organizing PartnersSM. Insurance policies providers available via licensed brokers of Avantax Insurance policy Agency℠, Avantax Insurance Services℠, and Avantax Scheduling PartnersSM. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000

The Avantax spouse and children of companies exclusively offer investment decision items and solutions via its reps. Although Avantax Wealth Management℠ does not deliver tax or lawful suggestions, or supervise tax, accounting or authorized products and services, Avantax reps could offer these products and services via their impartial exterior company. This info is not intended as tax or legal suggestions. You should talk to our agency and your lawful expert for distinct data with regards to your individual scenario.


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