Articles tagged "Ken Fisher"
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
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
One year after Alex Chalekian tweeted, Chip Roame still searching for a Tiburon Summit date to showcase his new, improved 'inclusive' conference
Roame cancelled the Oct. 12-14 event late last week and will make another run at a live conference this coming April in New York City.
September 28, 2020 at 8:27 PM
'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
A woman who survived Wall Street's 'liquid lunches' and 'boom, boom rooms' of the 1970s and 1980s weighs in on the Ken Fisher sexism fracas
Maria Marsala is surprised, concerned and ultimately hopeful that the #MeToo movement will finally allow women to thrive in finance
March 5, 2020 at 8:24 PM
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
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 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
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
David Bach rocks heavyweights with plan to leverage his media savvy for RIAs at his Topeka TAMP; 'Ridiculous' says Ken Fisher
Since it's launch AE Wealth has been geared to advisors between $10-million and $100-million in assets, but it's now targeting $200 million AUM firms.
August 22, 2018 at 10:12 PM
What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here
After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes
April 5, 2016 at 3:58 AM
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
Capitalizing on 'unintended consequences' of DOL changes, Ken Fisher pounces on a fat-margin 401(k) opportunity
DOL greased the skids for closed-architecture approach of $60-billion RIA -- as long as it is discloses use of proprietary funds and sets flat fees that apply to them
October 15, 2015 at 5:28 PM
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 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