Financial Education

Funds Leaving Fisher Now Top $3 Billion

A Texas pension group is the latest to take its assets elsewhere in the wake of Ken Fisher’s crude remarks at a recent industry event. By Janet Levaux | October 25, 2019, at 4:01 PM – Source, ThinkAdvisor.com Institutional investors continue to redeem assets...

Goldman Sachs is the latest firm to pull money from Fisher Investments; total is now $2.7 billion

The giant investment bank is pulling $234 million from Camas, Washington-based Fisher, according to a source close to the matter. By Darla Mercado & Hugh Son | October 24, 2019, at 9:15 PM | Updated October 24, 2019, at 9:53 PM | Source: CNBC.com  Goldman’s...

FINRA Won’t Nix Suitability Rule in Light of Reg BI

FINRA plans to submit to its board shortly a rule proposal on sales contests and FINRA’s suitability rule “to conform them to Reg BI,” (Regulation Best Interest) its legal chief says. By Melanie Waddell | October 21, 2019, at 11:48 AM | Source:...

Former Fisher Investments Employee: “From the very first day, it was just a nightmare.”

Current and former employees paint a sobering picture of the scene at Fisher Investments, one that started way before the recent blowup. By Sabrina Willmer | October 21, 2019, at 4:30 PM — Source, ThinkAdvisor.com Worn carpets, musty smells, poor insulation:...

A Great Recession Indicator/Pivot Point

What to Look For: Trucking transport is a valid tool for assessing a possible slow down. Current trucking tonnage DOES NOT signal a recession, which we have discussed. Click here to read the full article.

IPO’s, an investor’s worst enemy.

Investing, Markets IPO’s, an investor’s worst enemy.  Our Take: Do your homework, more investors lose. Click here to read the full article.

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