Person

John Clendening

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Articles tagged "John Clendening"

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

Apr 14, 2021

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.

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

Mar 24, 2021

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.'

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.

Oct 31, 2018

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

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

Jan 24, 2017

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

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

Apr 12, 2016

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.

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

Jan 16, 2015

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

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

Nov 5, 2013

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

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

Aug 6, 2013

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

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

Feb 9, 2012

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

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John Clendening

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

Charges fly as $8 billion RIA tries to upend $83 billion Blucora board alleging mismanagement

John Clendening tells analyst who asks about Bob Oros's H.D. Vest departure: 'You can read into that whatever you want to.'

How a Schwabian picture is emerging as Bob Oros joins John Clendening as chief of 4,500 underachieving HD Vest reps

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

Schwab promotes relative newcomer Terri Kallsen to head retail, with John Clendening getting the golden parachute and Andy Gill transitioned

Schwab drops pretense: $2-million clients its staple branch diet in bid for fresh $2 trillion

How Schwab's new 'owning it' advertisements position the firm to offer more advice -- and how RIAs factored into the brand rethink

Ben Brigeman is exiting Schwab and his position atop its retail business -- perhaps portending bigger changes

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