Vest Strengthens Financial Services Offerings

This week, Dallas-based financial services giant H.D. Vest announced a new alliance with Mortgage.com in an effort to continue building its portfolio of offerings to clients and customers.

Customers can log on to the mortgage site through the regular Vest Web site.

This adds yet another player to the "one-stop" shopping marketplace, as H&R Block recently consolidated its real estate subsidiaries into one company to deliver more focused services as well.

Vest also has received press lately as it attempted to compete head-on with Block to provide free tax-return preparation on its site--a clear sign that Vest, indeed, wants a larger piece of the pie.

You may like these other stories...

I recently talked with Doug Sleeter about the current state of the small business consulting profession. We talked about how consultants have great opportunities for competitive differentiation by taking full responsibility...
By Shawn Moriarity, Senior Consultant, SageworksRemember dating in high school? You know that guy or girl who you liked but were pretty sure didn't feel the same way about you? It's likely that you doubtless spent...
By Shawn MoriarityYour car's fuel gauge reads empty and you need to find a gas station. Despite BP's new ad campaign or the magazine article you recently read about ExxonMobil's efforts to "go green,"...

Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.