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Articles tagged "Mike Wunderli"


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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

Jim Rivers has his work cut out for him at Goldman Sachs' 'United Capital 2.0.'

Goldman Sachs-Creative Planning deal is bleeding defectors -- 16 more last week, report says -- auguring a 'potential disaster,' analysts warn

Dozens of former 'United Capital' advisors are fleeing at once, but Peter Mallouk is still battling to keep them, and Goldman Sachs may play legal hardball, sources say.

October 4, 2023 at 2:16 AM

Jay C. Horgen, CEO of AMG: We supported this successful outcome for all stakeholders.

AMG unloads $17B Veritable after 11 years of metric stagnancy, which may explain the bargain price Pathstone is paying -- and the wholesale rollovers of principals

The $668-billion asset manager rollup in West Palm Beach, Fla. is dumping a remnant of its RIA rollup -- with cash proceeds of just $294 million

July 20, 2023 at 3:49 AM

Shirl Penney: I very much value our relationships with Fidelity and Pershing.

Shirl Penney lands hot cash in cold market, raising $100 million (says source) to 'charge onto the offensive' as competitors 'hunker down' under debt

The CEO and co-founder of Dynasty Financial Partners salves IPO pain by cobbling cash from existing backers, a Boston private equity firm, Abry, and even RIA custody partner, Schwab, at valuation near $500 million.

December 20, 2022 at 2:37 AM

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