Articles tagged "Ken Fisher"


Peter Mallouk: I basically said: I've got a bit of a monster here and what am I going to do?

What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here
After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes

Tuesday 4.5.16
Ken Fisher: We want people that believe in the firm. [This photo from Fisher's blog may reflect a desire to spend more time pursuing his passion -- forestry.]

Why Ken Fisher still plans to work a 60-hour week despite handing off CEO role to 'badass'
The iconoclastic founder of the $65-billion RIA will write, research and mix with the troops, remaining omnipresent as Damian Ornani ascends to the CEO spot

Wednesday 3.23.16
Ken Fisher finally found the 401(k) business to his liking after Ascensus sliced costs and proprietary funds enabled fat profits.

Capitalizing on 'unintended consequences' of DOL changes, Ken Fisher pounces on a fat-margin 401(k) opportunity
DOL greased the skids for closed-architecture approach of $60-billion RIA -- as long as it is discloses use of proprietary funds and sets flat fees that apply to them

Thursday 10.15.15
Bill Harris says his retirement planning tool is 'the best one out there based on its balance between simplicity and sophistication.'

Almost lost in the robo shuffle, Personal Capital, in its 'special category,' is winning as told by an overlooked metric: revenues
Silicon Valley pioneer Bill Harris is struggling to goose the faltering free-to-premium conversion rate while keeping a weather eye on the big guys barging onto the field

Tuesday 9.15.15
Ric Edelman: His departure has no impact on the firm's future or our strategic plans.

Ric Edelman and David Bach go their own ways after super-partnership dissolves
After less than a year together, Bach is on a long vacation and Edelman is still pursuing a succession plan

Tuesday 8.4.15
Ken Fisher has been trying to tell anyone who would listen.

The documented RIA threat, 'phono-advisors' and their nearly $300 billion of assets
Not much romantic about call center-based advisors but under banners like Vanguard, Fisher Investments or Merrill Edge, they are a force to be reckoned with

Friday 9.12.14
Ric Edelman: We need to serve the 99% that hate us, not just rich people.

Ric Edelman is looking to add a $1-billion RIA elephant even as he unveils an online consumer strategy aimed at the chipmunks
Already Barron's No. 1 with predominantly a mass-affluent game, the radio dynamo is ready to invest private equity to add a quick $1 billion of AUM

Monday 10.29.12
Ken Fisher: On the high-net-worth side funding levels are tough.

Ken Fisher keeps expanding his $42 billion RIA empire despite UHNW head winds
The big West Coast money manager discusses his growing institutional arm, his biggest competition and his unorthodox management style

Thursday 3.1.12
Ric Edelman: His firm is in major expansion mode; production costs for show are $2 million.

Edelman joins ranks of TV RIAs with PBS show that will reach 20 million
Ken Fisher advises treading with care: 'You can’t find anyone in history that’s done a TV show and built a big money management firm'

Monday 4.11.11
Marty Kurtz: If we make all the health decisions about money, it's pretty hollow

What RIAs need to know about health care reform
Ken Fisher offer his politically incorrect viewpoint as bill passes Senate

Thursday 12.24.09
Charles

Charles Schwab will speak and his fellow CEOs will listen
Schwab chairman gets short-changed one award, says other recipient

Friday 10.2.09
Ric Edelman: The classic mistake is for an advisor to hire himself.

What lessons can Barron's #1 rated financial advisor teach us?
The practices of Ric Edelman, Ken Fisher and Adam Bold share similar approaches

Monday 8.31.09
Ken Fisher: We've never frozen hiring before

Ken Fisher resumes hiring but still has 'overcapacity' of investment counselors
Fisher's 'good year' in 2009 means more aggressive approach

Sunday 8.23.09
Ric Edelman:Expects to double staff to 400 by end of 2010

RIA aims to take NYC with six new offices; Chicago, Detroit, SF, Miami to follow
Edelman move into greater Gotham is based on strong seminar response rate

Friday 8.21.09
Ken Fisher: I've said that longer term I'd like to move my headquarters out of California

The world's largest RIA takes the cult-on-the-hill to the Washington state woods
Taxed by Silicon Valley, Ken Fisher may move his HQ

Wednesday 8.19.09

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