Blucora Inc. Thursday reported an 11% year-over-year decline in the number of financial advisers registered with its broker-dealer and registered investment adviser business, Avantax. But executives said the company was taking steps to turn such steep drops in adviser head ...

First Legacy Wealth Management, a three-adviser team managing $400 million, has switched its broker-dealer affiliation and corporate registered investment adviser platform from Avantax Investment Services, part of Blucora, to LPL Financial. InvestmentNews wants to hear from you! Please take a ...