Articles tagged "Ken Fisher"


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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

April 5, 2016 — 3:58 AM UTC

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

March 23, 2016 — 8:59 PM UTC

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

October 15, 2015 — 5:28 PM UTC

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

September 15, 2015 — 6:11 PM UTC

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

August 4, 2015 — 8:21 PM UTC

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

September 12, 2014 — 5:06 AM UTC

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

October 29, 2012 — 3:26 PM UTC

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

March 1, 2012 — 4:29 AM UTC

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'

April 11, 2011 — 2:51 PM UTC

What RIAs need to know about health care reform

Ken Fisher offer his politically incorrect viewpoint as bill passes Senate

December 24, 2009 — 3:16 PM UTC