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Articles tagged "Ken Fisher"


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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

Chip Roame:  Many Tiburon members believe that Tiburon can have a huge impact on improving industry success for both women and minorities.

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

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

Maria Marsala: I have met many men who were in the Good Ole Boys Club who were very respectful of women.  So, I don’t think that’s the problem.

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: 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

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

David Bach: NO ONE in the industry has a marketing team that equals the scale of AE Wealth Management and Advisors Excel. No one matches our ability. It’s why I was so confident we could build the [second] fastest-growing RIA in America.

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

Peter Mallouk: I basically said: I've got a bit of a monster here and what am I going to do?

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

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

Ken Fisher finally found the 401(k) business to his liking after Ascensus sliced costs and proprietary funds enabled fat profits.

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

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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