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Ken Fisher will reap staggering sum for small stake in deal that values Fisher Investments near $13 billion -- after denying nearly the same deal in January

The $275-billion Plano, Texas, RIA is selling an estimated 20% stake for $2.5 billion, and Fisher says outsiders can do 'never-yet-done solutions' for the firm.

Author Brooke Southall June 16, 2024 at 10:42 PM
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Ken Fisher: While my health is excellent, this transaction with an atypically long holding period for a private equity transaction will ensure FI's long-term private independence and culture should anything untoward happen to me.
Keith Girard contributed to the editing of this article.

Robo-Advisors


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June 17, 2024 — 12:42 AM
Excellent reporting on a Sunday afternoon….Thank You

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