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Articles tagged "Fisher Investments"


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
Brooke Southall: By using 'robo' we say to snippy entrepreneurs: Take your cutesy website, your fancy VC backing, your geeks and your Harvard, Stanford or MIT degree and go back to your ivory tower.

Why I find the term 'robo-advisor' objectionable and unhelpful
In the end, all good advisors will likely be both bionic and biological and terms of art creating a false distinction are unhelpful

Tuesday 4.1.14
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
Robert Levitt: The problem was (that) the other guys couldn't handle us.

State Street's semi-secret success in the RIA custody business
The Boston-based giant typically services RIAs with $1 billion or more in assets - RIAs so big they have their own technology

Monday 12.12.11
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
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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