Blucora, which owns HD Vest, is reducing the number of advisors in its network. The company discussed the plan during its recent webcast for earnings for the third quarter ended September 30, but did not reveal any target levels.

Intuit is planning a massive brand awareness campaign for this winter. The advertising effort is out to make consumers, who are very aware of Intuit's key products, aware of the company that develops and markets them. It is something Intuit has never done before.

Sage Intacct is developing a digital assistant and bot. The cloud software company previewed the tool at its recent Advantage conference but had no date for its introduction.