Financial Education

Five Scams That Target the Elderly

“AARP estimates that older adults lose billions of dollars each year to scammers, who are especially active during the holidays.” Source: ThinkAdvisor.com | By Ginger Szala | December 06, 2019, at 4:42 PM   With the holidays rapidly approaching, we...

Trump’s list: 289 accomplishments in just 20 months, ‘relentless’ promise-keeping.

The Trump administration’s often overlooked list of achievements has surpassed those of former President Ronald Reagan at this time and more than doubled since the last tally of accomplishments after his first year in office, giving President Trump a solid platform to...

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:...

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