�ǿ����޴�ý

Financial Professionals are transferring to �ǿ����޴�ý for better service levels, enhanced technology and products, direct access to senior �ǿ����޴�ý leadership, and a strong sense of community

DALLAS – (May 9, 2022) – �ǿ����޴�ý®, a leader in tax-focused financial planning, continued its strong recruiting results during the first quarter of 2022 as dozens of Financial Professionals transferred to �ǿ����޴�ý, driving approximately $529 million in recruited assets. First-quarter total net new client assets were the highest quarterly inflows ever since �ǿ����޴�ý was formed by combining the former H.D. Vest and 1st Global financial services firms.

“Financial Professionals are coming to �ǿ����޴�ý because they want to be treated better by their financial services partner, and they want that sense of community that is so strong at �ǿ����޴�ý,” said Todd Mackay, President of �ǿ����޴�ý. “Since combining our legacy businesses into �ǿ����޴�ý, we have made significant operational, technology and service enhancements, which are getting rave reviews from our Financial Professionals; we’re making their lives easier and we’re putting time back in the hands of Financial Professionals to serve clients.”

During the first quarter, 85 independent Financial Professionals affiliated with �ǿ����޴�ý, including those with Sullivan Financial Services, Inc., Fass Wealth Strategies Group, and Perspective Wealth Planning:

• “For me, it was time for a change – to be with a firm where you don’t get lost, you’re not on hold forever, and you can get better customer service and a better overall experience. Other firms have cut down on available offerings, and I really like the �ǿ����޴�ý product lineup because things like 1031 exchanges are important to us.” – Tom Sullivan, CFP

  ®, who transferred to �ǿ����޴�ý after 24 years with LPL Financial.

• “I continue to be impressed with the Home Office service and advisor-centric attitude everyone there has, along with ease-of-use of systems and technology. In my 34-year career I have never had a better back-office experience.” – Andy Fass, who transferred to �ǿ����޴�ý from a regional firm.

• “We’ve only been affiliated with �ǿ����޴�ý a short time, but I’ve already said this multiple times – I cannot tell you how awesome all the �ǿ����޴�ý teams in our region are. I almost can’t believe how great the experience has been because we’ve never experienced service like this before.” – Matthew Fox, CRC® AIF® CEO of Perspective Wealth Planning, which transferred to �ǿ����޴�ý from Cetera Advisor Networks.

 CPAs, tax pros and Financial Professionals interested in learning more about becoming part of the �ǿ����޴�ý Community can find more information by ���������쾱�Բ���here.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

�ǿ����޴�ý �ǿ����޴�ý Wealth Management®

�ǿ����޴�ý Wealth Management® offers a tax-advantaged approach for comprehensive financial planning. �ǿ����޴�ý’s Tax-Smart approach helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. �ǿ����޴�ý technology, tax and wealth management insights are used by �ǿ����޴�ý Financial Professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes the �ǿ����޴�ý Wealth Management® and �ǿ����޴�ý Planning Partners℠ brands, had a collective $86 billion in total client assets as of March 31, 2022. For more information, please visit us at www.avantax.com or on �����Ի���.

Media Contact: Tony Katsulos, �ǿ����޴�ý, (972) 870-6654, pr@avantax.com

Investor Contact: Dee Littrell, Blucora, Inc., (972) 870-6463, IR@blucora.com