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Articles tagged "John Clendening"


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John Clendening:  It has become clear that Blucora--with its back against the wall--is publishing mischaracterizations, misrepresentations, and outright untruths.
April 14, 2021 at 1:47 AM

Frederick D. DiSanto is leading the 'white' slate challenging Blucora's board.

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: We've got a deep bench here, we got a deep bench in HD Vest, we've got a deep bench in Blucora. It's been something that we've been working on behind the scenes.

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

John Clendening: The simplest way to satisfy the new DOL rule is to appropriately have clients in fee-based advisory relationships.

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

John Clendening: I saw this unbelievable potential in this business.

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 is hoping Terri Kallsen's stint at USAA will equip her lead the crusade to capture high-end investors.

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

Andy Gill: We believe we'll continue to attract affluent clients at an accelerated pace.

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

Walter Bettinger: It's very difficult to take 'Talk to Chuck' and have that tie into, for example, our RIA business.

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 leaving as Schwab searches for ways to boost profitability in its retail business.

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

February 9, 2012 at 9:59 PM

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