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Los Angeles pulls $500 million from Fisher
RIA NEWS OCT 24, 2019
Los Angeles pulls $500 million from Fisher

More than $2.5 billion has been divested from the firm in the wake of Ken Fisher's comments earlier this month.

Los Angeles pulls $500 million from Fisher
RIA NEWS OCT 24, 2019
Los Angeles pulls $500 million from Fisher

More than $2.5 billion has been divested from the firm in the wake of Ken Fisher's comments earlier this month.

Merrill duo managing $700 million joins RIA
RIA NEWS OCT 22, 2019
Merrill duo managing $700 million joins RIA

Boca-based Robert Marton and John Bute have joined Lido Advisors, headquartered in Los Angeles.

New Hampshire pulls $239 million from Ken Fisher
RIA NEWS OCT 22, 2019
New Hampshire pulls $239 million from Ken Fisher

Its announcement brings the amount divested from his firm to more than $2 billion.

Inside Ken Fisher's private kingdom
RIA NEWS OCT 21, 2019
Inside Ken Fisher's private kingdom

His firm's hardball culture reels in billions.

'Trusted' professionals are targeting older Americans
REGULATION, LEGAL & COMPLIANCE OCT 21, 2019
'Trusted' professionals are targeting older Americans

Elderly fraud often involves professional firms and companies, including banks, financial advisers, insurers and law firms.

Fidelity pulls $500 million from Fisher
RIA NEWS OCT 21, 2019
Fidelity pulls $500 million from Fisher

Its move brings the total yanked from Fisher Investments so far to $1.8 billion.

Much expected of Charlie Scharf as he prepares to take helm of Wells Fargo
WIREHOUSES OCT 21, 2019
Much expected of Charlie Scharf as he prepares to take helm of Wells Fargo

The bank's stock has barely moved since its scandals began in September 2016

PRACTICE MANAGEMENT OCT 21, 2019
Much expected of Charlie Scharf as he prepares to take helm of Wells Fargo

The bank's stock has barely moved since its scandals began in September 2016

About 2.7 million fewer people got tax refunds after law change
RIA NEWS OCT 18, 2019
About 2.7 million fewer people got tax refunds after law change

Changes in withholding rates meant many got the tax cut in small chunks in their paychecks, rather than in one large check after filing their tax return.