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Articles tagged "Fisher Investments"


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Jim Mocci: I'm absolutely a data driven marketer.

After Fisher Investments leapt from $65 billion to $200 billion of AUM with him as a lead brand manager, Jim Mocci jumps ship to $15 billion RIA with a playbook to reach $50 billion

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

June 21, 2022 at 1:48 AM

Ken Fisher course corrected but did not flinch after 2019 uproar.

Fisher Investments surpassed $100 billion in AUM in early 2019, contained the flames of a late-2019 PR crisis and has a legit shot at hitting $200 billion in AUM this year

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.

August 4, 2021 at 4:39 AM

Aidan Yeaw: This is the greatest forcing function in employee benefits since ACA/Obamacare.

Vestwell is in and Ascensus is out in Oregon as mushrooming 'force-function' state retirement plans spark heated bids to recordkeep; RIAs are angling for a cut, too

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.

December 17, 2020 at 9:34 PM

Ken Fisher: I never could have envisioned [this] 41 years ago when starting.

'Firing on all cylinders,' Fisher Investments forms East Coast hub with 600 desks after it adds another $10 billion of AUM, leaving last year's social media firestorm in the dust

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.

June 19, 2020 at 2:49 AM

Ken Fisher: The 91% portion of the firm that's growing more than makes up for the declines cited in media.

Ken Fisher goes back on offense by attacking 'completely false' media claims and letting readers know the lost $4-billion of assets were easily replaced

The founder and CEO of Fisher Investments used op-ed in local Washington paper to move past the apology phase and signal strength

November 9, 2019 at 4:55 AM

Alex Chalekian: This is just the start.

Ken Fisher, the king of RIA marketing, fumbles for PR strategy to curb vulgar summit talk fallout as $900 million in assets walk out the door; Fidelity mulls dropping firm

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.

October 18, 2019 at 1:22 AM

Ken Fisher says he's spoken with 'color' for years, and no one has complained... until now.

How Ken Fisher's 'girl's pants' remarks set off an RIA-led tweet firestorm that became a slow-burn PR disaster that remains uncontained

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.

October 14, 2019 at 2:29 AM

Ken Fisher: You have to be pretty lonely to succeed.

Ken Fisher hits a milestone of $100 billion of AUM and $1 billion of revenues but faces a new challenge: How to grow a mature firm with competitors yapping at his heels

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'

February 14, 2019 at 4:01 AM

Creative Planning uses a doctor with proprietary drugs and a back slap in one of its advertisements.

Peter Mallouk's Creative Planning launches national TV advertising to challenge wirehouses but will it work?

The $36-billion Kansas RIA will make his point with tailors, docs and waiters who have Wall Street attitudes but one expert counsels caution

January 16, 2019 at 4:24 PM

Aaron Schumm:  [We want] to work with advisors versus displacing them.

Vestwell makes hard-charging payroll startup, Namely, its portal to win plan sponsors for RIAs and IBD reps it services

CEO Aaron Schumm is helping advisors get the benefit of feet already wedged in doors thanks to pervasive payroll service apps

May 22, 2018 at 8:13 PM

Ken Fisher: We want people that believe in the firm. [This photo from Fisher's blog may reflect a desire to spend more time pursuing his passion -- forestry.]

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 at 8:59 PM

Bill Harris says his retirement planning tool is 'the best one out there based on its balance between simplicity and sophistication.'

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 at 6:11 PM

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

August 4, 2015 at 8:21 PM

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

September 12, 2014 at 5:06 AM

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

April 1, 2014 at 4:14 AM

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