Articles tagged "H.D. Vest"
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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
Dissecting Blucora's giant act of financial engineering -- adding a broker-dealer to a software roll-up
M&A expert Bill Ruckelshaus' Bellevue company is paying $580 million for H.D. Vest, a crazy price by some measures but not if 5.5 million existing Blucora customers can be cross-sold
December 15, 2015 at 6:28 PM
Ruth Papazian bursts back on the scene to jolt H.D. Vest out of its accountancy coma
The ex-LPL marketing czar lands at the Dallas firm as marketing and recruiting chief tasked with losing the 'stale' marketing and replenishing an army of low-producing advisors
October 18, 2013 at 5:36 AM
Why exactly Lovell Minnick sold First Allied about five years ahead of plan
RCAP Holdings, virtually simultaneously with an IPO of its operating parent, came virtually out of nowhere to snatch a broker-dealer that Lovell Minnick had not even considered selling
June 13, 2013 at 5:31 AM
Why exactly private equity firms are dumping money into IBDs at a time when many are going bust
Flush PE firms see the broker-dealers as poised for growth, but others fear such purchases could lead to 'pump and dump' scenarios
