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Articles tagged "Fisher Investments"


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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.

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.

June 16, 2024 at 10:42 PM

Fisher Investments new Plano headquarters is part of the intrigue of the Fisher Investments story.

Fisher Investments is again part of a public firestorm after media heavyweights report it has entered sale talks; Fisher fires off heated denial, but one analyst still sees smoke on the horizon

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.

January 4, 2024 at 2:37 AM

Ken Fisher's firm is Texas-bound from Camas, Wash., where it already lives.

With 15,000 Fidelity, Schwab and Vanguard staffers there, Dallas metroplex notches Fisher Investments headquarters almost as a formality; Ken Fisher and 1,200 staff are already Lone Star denizens

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.

April 1, 2023 at 3:42 AM

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

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