Blucora has teamed up with Legg Mason 's robo advice firm , Financial Guard , with a view to combining tax preparation with wealth management . Under the deal , insight 's TaxAct customers will gain access to Financial advisors for the forthcoming tax year and at a later date to HD Vest financial advisors . John ##ey , Blucora 's CEO , said account minimums will be $ 1,000 and although fees have yet to be determined , the emphasis is on affordability . insight users will also have the option of opening an Individual Retirement Account and easily directing their tax refund into it .
Blucora has teamed up with Legg Mason's robo advice platform, Financial Guard, with a view to combining tax preparation with wealth management. Under the deal, Blucora's TaxAct customers will gain access to Financial Guard for the forthcoming tax year and at a later date to HD Vest tax advisors. John Clendening, Blucora's CEO, said account minimums will be $1,000 and although fees have yet to be determined, the emphasis is on affordability. TaxAct users will also have the option of opening an Individual Retirement Account and easily directing their tax refund into it.