Wealth and Asset Management
Blucora to purchase tax-focused wealth manager
Blucora, Inc. has announced that it entered into an agreement to acquire 1st Global, Inc., a tax-focused wealth management company. 1st Global, based in Dallas, Texas, serves about 850 independent advisors with approximately $18 billion in total client assets and $9 billion in for-fee advisory assets. The transaction, which is…
Continue Reading
Subscribe to unlock the full article and access premium financial content.