News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Ken Fisher"


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

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.
52 shares
Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.
30 shares
Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above

The forecast for the 401(k) business is bright and foggy.
8 shares
What exactly is doable for an RIA in the 401(k) business?

No rumor: Bill Van Law announces that Raymond James-affiliated RIAs will have access to Hearsay Social.
5 shares
Ray-Jay RIA event produces how-I-did-it talks from four high-achieving RIAs

Abby Johnson's smarts and fierce work ethic are a given but some wonder if she can match her father's force of personality.
1 shares
How Abby Johnson won the hearts of mega-RIA clients in advance of taking the CEO spot at Fidelity Investments


Get the RIABiz Today
Email Alert »