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Investment Advisor March 2008 James J. Green	One Down, How Many to Go? Ken Fisher's the biggest RIA out there, but his firm just got a little bigger by acquiring a much smaller RIA. It's likely the first of many.
Investment Advisor June 2007 James J. Green	Doing it Right There's no doubt that financial advisor Ken Fisher is a control freak, but it allows his firm to deliver personalized service in a machine-like format to 18,000 satisfied clients.
Investment Advisor July 2008 James J. Green	Catching up with... Mark Tibergien The CEO of Pershing Advisor Solutions discusses why it's a good time to be a seller of an RIA firm, according to the latest research on mergers and acquisitions activity in the advisory market.
Registered Rep. November 1, 2006 Cheryl Winokur Munk	The Heretic Kenneth Fisher, a global money manager and longtime Forbes columnist, is a proponent of the closed shop: He runs discretionary separate accounts for institutions and high-net-worth retail investors. Fisher farms out nothing.
Investment Advisor November 2009 James J. Green	Numerology: Fewer Assets, More Advisors Total assets managed by investment advisors shrank in 2008 but the number of SEC-registered investment advisors increased.
Registered Rep. February 25, 2013 Furey & Cooper	What Is Your Advisory Practice Really Worth? The perils of the valuation gap.
Chemistry World May 10, 2006 Katharine Sanderson	Leading Lab Suppliers Merge Analytical instrument firm Thermo Electron and chemical manufacturer Fisher Scientific announced a merger, aiming to become the leading provider of laboratory products and services in the health sciences industry.
The Motley Fool February 14, 2006 Stephen D. Simpson	Looking for a Hook at Fisher Scientific Growth and market share are great, but return on invested capital tells the tale in the end. Investors, think twice before putting your money with this one.
Financial Planning October 1, 2008 Stacy Schultz	The Real Deal More than half of all registered independent advisory (RIA) firms bought or considered buying another advisory firm at least once in the past two years.
Investment Advisor June 2010 Angela Herbers	The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.
Investment Advisor October 2010 Angela Herbers	Show Yourself the Money Advisors need to learn to pay themselves first
Investment Advisor June 2007 Bob Clark	The Art of the Deal Advisors who don't understand where those astronomical practice values are coming from are doomed to get what they deserve.
Investment Advisor October 2006 Bob Clark	Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer.
The Motley Fool December 1, 2009 Chris Jones	Ken Fisher Has 2 Words for You Investment guru Ken Fisher tells investors that the idea of a new normal is garbage just as plainly as he tells them: "Be bullish."
Investment Advisor March 2010 Angela Herbers	The Fast Track: Blue Chips Overly corporate firms aren't keeping young advisors happy.
Investment Advisor January 2010 Angela Herbers	The Fast Track: Where Credit Is Due As the financial crisis ebbs, advisory firms should be sure to take care of their employees.
Entrepreneur June 2009 Asheesh Advani	Put Your Advisory Board to Work It's time to rethink the roll of advisors and how they are compensated.
Investment Advisor May 2010 Robert F. Keane	30 for 30 Interviews: Ken Fisher The founder and CEO of Fisher Investments talks about his company's anticipated growth.
Investment Advisor September 2008 Steve Moore	Less Is More To become a wealth manager, you may want to start with fewer clients.
Financial Planning July 1, 2011 Mike Byrnes	Behind the Cover There are only two kinds of books in the financial planning world: best-sellers and resume-builders, insists Ken Fisher, who's the author of seven books and is CEO of Fisher Investments in Woodside, Calif.
Registered Rep. December 1, 2002 Walter H. Zultowski	Who Wants a Wealth Manager? Are potential clients excited about the prospect of receiving wealth management services? And of those who are, what characteristics do they share? Phoenix, which specializes in this market, set out to answer these questions in a survey of the high-net-worth population.
Financial Advisor August 2009 Jeff Schlegel	Still Optimistic Most advisors are satisfied with their growth, but intense workloads and lousy markets have caused dissatisfaction to rise.
Investment Advisor April 2010 Ray Sclafani	Demystifying Referrals To build a client acquisition system, break the process down into nuggets.
Investment Advisor July 2008 James J. Green	United We Grow United capital's Joe Duran on the state of advisory firms, and his strategy for acquiring financial advisory firms nationwide.
Investment Advisor January 2006 Maya Ivanova	Listen Up Financial advisory firms are demonstrating their ability to weather the tough times of the last few years. But to continue their profitability in the future, they need to make client service a priority.
Investment Advisor December 2009 Angela Herbers	The Fast Track: Figures Don't Lie Finding the compensation benchmarks you need may take work.
Investment Advisor August 2007 Angela Herbers	Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition.
Financial Advisor August 2006 Andrew Gluck	How Are They Managing Growth? Three fast-growing financial advisory firms discuss the secrets to their successes: Investors Capital Management... F&D Advisors LLC... Gerstein, Fisher Inc...
Fast Company September 2001 Christine Canabou	Simplicity by Design Nine years ago, the fast life was slowing down fashion designer Eileen Fisher, and her work-life balance was out of whack. Fisher took to heart the principle that her company was founded on: Simplicity is more than just a smart design principle. It's a sane life principle...
The Motley Fool July 30, 2007 Rich Duprey	Asking the Wrong Questions About Debt An investment guru says consumers don't have enough debt and should continue to mortgage their future.
Investment Advisor April 2006 Bob Clark	Clark at Large: Is Bigger Really Better? Before you rewrite your strategic plan based on Moss Adams's new research, think about why you became an independent advisor in the first place.
Financial Planning April 1, 2008 Stacy Schultz	Growing RIAs A new study from Fidelity Investments found that registered investment advisory firms have grown their assets under management an average of 55% over the past three years.
Investment Advisor September 2008 Kara P. Stapleton	Catching up with... Steve Lundquist, recently appointed head of the Registered Investment Advisor channel for JPMorgan Funds, speaks about his business strategy.
The Motley Fool February 7, 2008 Brian Orelli	A Lab Match Made in Heaven The case of Thermo Electron and Fisher Scientific shows why mergers work.
Investment Advisor April 2008 Norman M. Boone	Getting Comfortable With Change Here are some communication tips for introducing change to your clients.
Investment Advisor October 2010 Mark Tibergien	Friends in Need? You can use outside investors to help finance your advisory firm growth plans.
Financial Planning August 1, 2011 Donna Mitchell	Hot Topics News: Schwab's Independent Reach... Fisher Contests Ruling... No PE Stampede... On the Move...
The Motley Fool April 19, 2010 Jennifer Schonberger	optionsXpress CEO on the Year Ahead optionsXpress CEO David Fisher says that his company is on track as options trading gets bigger.
Chemistry World July 8, 2015 Phillip Broadwith	Thermo Fisher to buy Alfa Aesar chemical supplies The acquisition complements its existing Fisher Scientific chemicals supply segment, and will be integrated with its laboratory products and services portfolio.
Financial Planning October 1, 2009 David E. Adler	Wealth Management Report The stock market crash and resulting Great Recession have tested wealth managers' business models, along with everything else financial.
Investment Advisor June 2006 Tibergien & Littlechild	Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them.
Investment Advisor December 2007 Angela Herbers	Bottom Up Broker/dealer recruiting is largely a zero sum game. Here is why it more advantageous for B/Ds to help their existing advisors.
The Motley Fool November 9, 2005 Stephen D. Simpson	Fishing for Value at Fisher Even with today's earnings-induced jump, there still might be some value here at researcher Fisher Scientific. Investors, take note.
Investment Advisor December 2009 Mark Tibergien	Formulas for Success: Prudent Man Rule for Practice Purchases Capital constraints, economic uncertainty, and increased levels of caution characterize the current marketplace in advisory firm M&A.
Bank Systems & Technology December 23, 2008	Fisher to Head IT at Lloyds London-based Lloyds TSB Group has hired Mark Fisher as director of group IT and operations. He has also been appointed to the group executive committee, which will lead the newly named Lloyds Banking Group following the company's acquisition of HBOS.
Financial Advisor February 2007 Rebecca Pomering	Four Horsemen Who Missed Their Appointment Things were pretty good for the profession in 2006, but will financial advisors be hearing the hoof beats soon?
Investment Advisor February 2008 Bob Clark	Selling Out Can the best way to grow an advisory practice really be to sell it?
Financial Planning July 1, 2013 Bob Veres	How to Fix the AUM Fee Model Advisors are trying a dizzying variety of compensation plans. Some have been a lot more successful than others.
Investment Advisor March 2008 Mark Tibergien	Futurama Is this the time to be investing in your financial advisory business?
Fast Company December 1, 2007 Chuck Salter	Barry Diller's Grand Acquisitor Shana Fisher pursues new web markets for the internet mogul who has (almost) everything. Her latest acquisition: a small outfit that could change video games in a big way.