Articles tagged "John Clendening"
Former Blucora CEO goes rogue, charges Dallas company's latest 8-K filing contains 'outright untruths,' raising the specter of legal liability to shareholders
Ex-CEO John Clendening slams his former employer for allegedly rewriting history to fend off attack from activist investors.
April 14, 2021 at 1:47 AM
Charges fly as $8 billion RIA tries to upend $83 billion Blucora board alleging mismanagement
Ancora CEO Fred DiSanto buys 3.4% of Blucora stock and declares war on board over 'negative returns, rash acquisitions, and chronic C-suite turnover.'
March 24, 2021 at 4:14 PM
John Clendening tells analyst who asks about Bob Oros's H.D. Vest departure: 'You can read into that whatever you want to.'
Blucora's CEO was evasive but, for sure, his firm's shares plunged near 40% in the past month after its IBD revenues ticked up only 6%; Oros may never have moved to Texas from Boston CEO
October 31, 2018 at 11:21 PM
How a Schwabian picture is emerging as Bob Oros joins John Clendening as chief of 4,500 underachieving HD Vest reps
Ex-Schwab retail chief Clendening makes the ex-Fido RIA chief his new CEO -- with ambitious plans in an atmosphere of revenue-sharing, variable annuities and commission sales
January 24, 2017 at 12:17 AM
Schwab's former retail chief ends garden leave with two new gigs -- as chief of HD Vest holding company, and as Betterment CEO's operations confidante
John Clendening is now CEO of Blucora and a director at Betterment -- and a new resident of Bellevue. Wash.
April 12, 2016 at 9:58 PM
Schwab promotes relative newcomer Terri Kallsen to head retail, with John Clendening getting the golden parachute and Andy Gill transitioned
The hire from USAA is a nod to that firm's success inspiring loyalty but Kallsen will need to break the streak of short-lived tenures in that position
January 16, 2015 at 5:28 PM
Schwab drops pretense: $2-million clients its staple branch diet in bid for fresh $2 trillion
The San Francisco-based broker has named its composite perfect ideal client 'Tobin' -- representing a graying, masculine entreprenuer
November 5, 2013 at 6:07 AM
How Schwab's new 'owning it' advertisements position the firm to offer more advice -- and how RIAs factored into the brand rethink
CEO Walter Bettinger wants his company, long a kingpin in the discount brokerage realm, to become a 'challenger brand' again
August 6, 2013 at 2:32 AM
Ben Brigeman is exiting Schwab and his position atop its retail business -- perhaps portending bigger changes
The San Francisco-based company will have Andy Gill and John Clendening assume the duties