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Blucora Inc (BCOR) Q3 2021 Earnings Call Transcript

BCOR earnings call for the period ending September 30, 2021. ....

Dee Littrell , Marc Mehlman , Christopher Walters , Jackson Ader , Jackson Ader Jpmorgan , Chris Walters , Blucora Inc , Tax Software , Third Quarter , Investor Relations , Chief Executive Officer , Chief Financial , Chief Executive , Investor Day , Warner Finance , Tax Act , Wealth Management , First Global ,

Avantax Acquires Warner Finance, with $258 Million in Client Assets, Further Expanding ...

Press release content from Globe Newswire. The AP news staff was not involved in its creation. ....

United States , Jann Tracy , Dee Littrell , Tony Katsulos , Louie Rosalez , Stanleyb Warner , Todd Mackay , Blucora Inc , Headquarters Advisory Group , Pennsylvania Based Warner Finance , Financial Professional Ann Tracy , Financial Planning Consultants , Avantax Planning Partners , Warner Finance , New Jersey Based Headquarters Advisory Group , Financial Professional , Avantax Wealth Management , Financial Professionals , Planning Partners , Guidance Planning Strategies , Wealth Management , Avantax Financial Professionals , Globe Newswire , Financial Planning ,

Former Avantax Advisors Complain of Service Declines, Mounting Fees

Former Avantax Advisors Cite Service Decline, Mounting Fees, Shrinking Payouts
Amid a proxy battle with an activist investor, advisors who recently left Avantax say service levels suffered and fees rose after parent company Blucora acquired and combined their broker/dealers.
Last month, RIA and investor Ancora started a public proxy battle with executives of Blucora, the parent company of Avantax Wealth Management, the tax-centric broker/dealer created from the acquisitions of HD Vest and 1st Global. Ancora argues Blucora is mismanaging Avantax, resulting in a net loss of 100 advisors over the previous year, and over 700 advisors over the last five years. ....

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