IRVING, Texas, June 1, 2016 /PRNewswire/ -- HD Vest Investment ServicesSM, the leading independent broker-dealer focused on providing training and support to financial advisors whose roots are grounded in tax professions, today announced that CONNECT2016, its annual national conference, will convene from June 1 - 4, 2016 at the Gaylord National Resort and Convention Center in National Harbor, Maryland, just outside Washington, DC. The event brings together over 1,000 independent financial advisors, thought leaders and industry experts from around the country.
This year's conference will focus on the theme "Power of Your Practice," to help HD Vest advisors in leveraging and enhancing the power of their practices and harnessing opportunities to enrich their businesses. The event's venue in America's national capital was chosen to capture the energy of Washington, DC, and generate inspiration while bringing advisors a higher level of expertise and training that will help them to develop and grow.
"This year's theme of power reflects the ability of our advisors to join forces with HD Vest and our partners to harness the powerful opportunities that are available to them. By implementing the tools they gain at our CONNECT2016 conference, they can expect to return to their practices both energized and aligned on a path to success," said Roger Ochs, President & CEO of HD Vest. "This year, our advisors will find many new enhancements to our conference based on the feedback we gained from last year's event. We are confident our advisors will have an unforgettable experience this year in Washington, DC, and we are excited about the many new possibilities that they will learn about and take away with them."
Keynote Address by General Colin Powell to Highlight Agenda
This year's conference will include a wealth of activities, including:
- Keynote address from General Colin Powell, secretary of state under President George W. Bush, four-star general and former chairman of the Joint Chiefs of Staff.
- Distinguished general session speakers including Simon Sinek, renowned author and expert on leadership; Platon, award-winning photographer and master storyteller; Peter Bregman, leadership expert, columnist and author; and Andrew Friedman, one of the nation's most sought-after political commentators.
- Over 100 breakout sessions giving members the opportunity to interact with HD Vest's education and strategic partners, as well as with the home office, tailored to provide the appropriate levels of expertise and training to help all attending advisors grow their practices.
- Multiple networking events and socializing opportunities for advisors to interact with each other and HD Vest home office.
For additional conference information, please click here.
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 planning solutions including securities, insurance, money management services, and banking solutions. Ranked as one of the top 20 independent broker-dealer firms,1 we know what it takes to make your practice really flourish. Approximately 4,500 independent contractors manage over $37 billion in assets for individuals, families and small businesses in all 50 states.2
1Investment Advisor 2014 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of January 1, 2015
About Blucora®
Blucora, Inc. (NASDAQ: BCOR) is a leading provider of financial management technology and services to consumers, small businesses and tax professionals. Our products and services in tax preparation and wealth management, through TaxAct and HD Vest, help consumers manage their financial lives. TaxAct is an affordable digital tax preparation solution for individuals, business owners and tax professionals. With a mission to empower people to navigate the complexities of tax and finance with ease and accuracy at a fair price, TaxAct is one of the top three visited online tax preparation destinations. HD Vest is the holding company for the group of companies providing financial services under the HD Vest name. Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through HD Vest Advisory ServicesSM. The HD Vest platform includes the largest U.S. tax-professional-oriented independent broker-dealer providing wealth management solutions to financial advisors nationwide. Supporting more than 4,600 registered financial representatives, As of November 30, 2015, HD Vest had more than $36 billion in assets under administration for individuals, families and small businesses in all 50 states. For more information on Blucora or its businesses, please visit www.blucora.com.
1Investment Advisor 2014 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of November 30, 2015
Media Contacts
Matthew Griffes / Joseph Kuo
Haven Tower Group LLC
424 652 6520 ext. 103 or 424-652-6520 ext. 101
mgriffes@haventower.com or jkuo@haventower.com
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SOURCE HD Vest
