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Articles tagged "Roger Ochs"


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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

Ruth Papazian: LPL was at that stage of really wanting to grow like H.D. Vest is today, and I love to grow things.

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

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