Mr. Oros is the CEO of HD Vest Financial Services®, managing the day-to-day operations, overseeing approximately 300 employees based in Irving, Texas, and directing the future growth success of the firm and it’s 4,600 advisors. Mr. Oros has more than 20 years of sales and operational experience and has served in leadership roles at leading brokerage and investment advisory firms where he had a strong track record of successfully recruiting, retaining, and serving advisors. Before becoming CEO of HD Vest, Mr. Oros served as the Executive Vice President, Head of the RIA Segment, Fidelity Clearing & Custody. As head of the registered investment advisors segment for Fidelity Clearing & Custody, he was responsible for the growth and retention of the RIAs and record-keepers on Fidelity’s platform, which services more than 3,500 clients in the bank, B-D, RIA and retirement record-keeper segments. He led a team of hundreds of associates who provide RIAs access to a flexible, open-technology environment, extensive practice management resources, wealth management investments and related execution and custody services. In that role, Mr. Oros also oversaw the retirement strategy for Fidelity Custody & Clearing, providing retirement tools, resources and consulting services to advisors who service retirement plans helping them stay at the forefront of their industry. Prior to Fidelity, Mr. Oros served as a National Sales Manager at Trust Company of America, Executive Vice President and Head of Custom Clearing Services at LPL Financial, and Vice President at Charles Schwab. In addition to serving as a Board Member and Chair of the Corporate Development Committee at the Invest in Others Charitable Foundation, Mr. Oros also serves on the Board of the Foundation for Financial Planning. Bob is an outdoor enthusiast and avid sports fan. He enjoys skiing, hiking, golfing and running in marathons. Married to his wife Lisa for 10 years, he is the proud father of 4 children and 2 dogs. Mr. Oros has a Bachelor of Science in Business Administration with a concentration in Finance and Economics from Central Michigan University, and has completed graduate work in finance at Walsh College. He holds Series 7, 24 and 63 brokerage licenses.
Taxes January 14, 2025
The proposed regulations address several SECURE 2.0 Act provisions, including ones aimed at the new Roth IRA catch-up rule and the new automatic enrollment requirement for 401(k) and 403(b) plans.
Taxes January 14, 2025
The Section 48E(h) program expands the 48(e) bonus credit and promotes cost-saving clean energy investments in low-income communities, on Indian land, or as part of affordable housing developments and aims to benefit low-income households.
Accounting January 14, 2025
In December, more than two dozen accounting profession thought leaders participated in the latest Accounting Meta Influencers roundtable event focused on advisory services, compliance and firm specialization.
Firm Management January 14, 2025
From niche targeting to leveraging local SEO and creating engaging content, these hacks can help you attract and retain clients without stretching your resources thin.
Taxes January 14, 2025
The Clean Electricity Investment and Production Tax Credits—also known as the "technology-neutral credits"—are intended to encourage more investments in clean energy systems over the next few years.
Accounting January 14, 2025
Led by AI adoption, digital transformation, and a shift toward advisory services, firms are positioning themselves for sustainable growth.
Accounting January 14, 2025
AccountsIQ says the acquisition reflects its vision to expand beyond finance teams into the broader business user function, bringing a multiproduct solution to the office of the CFO, including spend card management and embedded payments.
Accounting January 14, 2025
The practice aid offers a new definition for digital assets, new and amended accounting questions, and the introduction of new terms.
Accounting January 14, 2025
"These pain points emphasize AI's potential to enhance efficiency, accuracy, and insight generation in finance by addressing time-consuming and error-prone tasks," accounting automation platform Trullion says in a new report.
Auditing January 14, 2025
"While Excel's versatility has made it a staple for decades, it's limitations—such as version control issues, manual data entry errors, and collaboration bottlenecks— are becoming increasingly problematic," accounting automation platform Trullion says in a new report.
Small Business January 14, 2025
Small businesses grew more slowly after the spike in interest rates if they had less access to credit. Those that were hit the hardest had up to 30% lower revenue and 4% lower employment growth compared to other small businesses.
Accounting January 13, 2025
One hundred fifty hours will no longer be required to obtain a CPA license in the state of Ohio after Gov. Mike DeWine signed legislation on Jan. 8 that provides two alternate pathways for accountants pursuing the credential.
