Articles tagged "Fisher Investments"


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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

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

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

April 1, 2014 — 4:14 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

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

December 12, 2011 — 6:28 AM UTC

Ken Fisher resumes hiring but still has 'overcapacity' of investment counselors

Fisher's 'good year' in 2009 means more aggressive approach

August 23, 2009 — 5:05 PM UTC

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

August 19, 2009 — 3:04 PM UTC
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