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Articles tagged "HD Vest"


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Christopher Walters remains after activist investors convinced him they knew better.

After major activist arm-twisting, Blucora cashes out of software holding to double down on legacy H.D. Vest broker-dealer unit it bought seven years ago

The $73 billion AUM Dallas firm now has $720 million in cash to pay off debt and put toward turning the old Roger Ochs franchise into a world class wealth manager.

November 4, 2022 at 2:47 AM

John Clendening:  It has become clear that Blucora--with its back against the wall--is publishing mischaracterizations, misrepresentations, and outright untruths.

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

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

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