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The Plano, Texas RIA sat at $112 billion when its owner made headlines for unfortunate remarks, but the firm has grown four-fold since then, including $88 billion-plus in just the last 18 months without writing checks to buy peers.
The Plano, Texas, RIA bought the URL, 'fiduciary.com,' in 2024, and shows that if you can disclose it, you can often declare it in a client's best interest.
The owner and CIO of Fisher Investments was not alarmed as of last week, then changed his tune but still thinks fears over tariffs are overblown.
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.
The Plano, Texas RIA with $236 billion of AUM -- worth perhaps $10 billion -- flamed The Wall Street Journal for anonymously sourced report, without checking with firm, but did not condemn nearly identical Bloomberg report.
The $189-billion national RIA of Camas, Wash. evinced being incensed over a Washington state court ruling upholding a state capital gains tax--the final straw behind the move.
The Salt Lake City executive helped feed the creative engine that powered gargantuan organic growth at Fisher Investments, with data derived from the investors themselves
Ken Fisher's 4,000-employee RIA took 40 years to manage $100 billion in assets, hit a speed bump, then got back to business.
States may force millions of small employers to sponsor pensions, buoying VC-backed digital recordkeepers. But RIAs like Fisher Investments are trying to convince small businesses to set up their own 401(k) plans to meet new mandates.
The Camas, Wash. giant is now bi-coastal and growing like crazy with a Tampa, Fla. hub as both performance and asset gathering shift into high gear and the company works to get past last year's PR setback.
The founder and CEO of Fisher Investments used op-ed in local Washington paper to move past the apology phase and signal strength
Ken Fisher's son and CEO are working overtime on damage control, while whistleblower Alex Chalekian now offers advice to socially tone-deaf conference promoters.
The Fisher Investments CEO finally admitted guilt on his third or fourth attempt after trying to blame the messenger, Alex Chalekian, while Chip Roame struggled with how to intervene and where to assign blame.
The Fisher Investments founder says the law of large numbers is now working against him, but he's spending furiously on reinvention, and 'nothing is sacred'
The $36-billion Kansas RIA will make his point with tailors, docs and waiters who have Wall Street attitudes but one expert counsels caution
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