H&R Block

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  Financial Planning and Commoditization, Pt.1: Defining Terms

  By Michael E. Kitces  |  February 14, 2013

  Financial planning itself may remain remarkably resistant to commoditization, but that doesn't mean some advisors aren't in trouble.

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  SEC Enforcement Roundup: Egan-Jones Charged; H&R Block Arm to Pay $28 Million

  By Marlene Y. Satter, AdvisorOne  |  April 27, 2012

  The SEC this week announced several enforcement actions, which included charges brought against a ratings company and its owner and president and against a mortgage company, as well as a settlement reached in an insider trading case.

• B/D Briefings News & Products

  By James J. Green, AdvisorOne  |  December 1, 2008

  Ameriprise Financial, Inc. announced that it has completed its all-cash acquisition of H&R Block Financial Advisors from H&R Block. The more than 950 H&R Block...

• When Big Is Better

  By James J. Green, AdvisorOne  |  October 1, 2008

  When we last conducted a personal interview with Larry Roth two years ago at the FSI conference in San Diego, he had just joined the...

• Ameriprise to Acquire H&R Block Advisor Unit

  By James J. Green, AdvisorOne  |  August 13, 2008

  Ameriprise Financial, the advisor group spun off in 2005 from American Express, announced August 12 that it had signed an agreement to acquire H&R Block...

• The Outer Limits

  By Bennett Voyles  |  April 1, 2006

  In every human endeavor, there are a few pioneers who expand the fields of possibility-- brave test pilots who fly off into the wild blue...

• This Bear Wants You

  By Staff Writer  |  November 1, 2003

  The independent advisor channel is still in its infancy and, a decade from now, we will probably look back at the choices advisors have today...

• The Big Uneasy

  By Staff Writer  |  March 1, 2000

  Accountants are stepping into the financial planni