Advisors

Kenneth Fisher, founder of Fisher Investments. Jonathan Fickies | Bloomberg | Getty Images Individual investors at Fisher Investments transferred $20 million from the firm the week after the billionaire made lewd comments at a conference, according to a research note from Mercer, an advisor to institutional investors. The development was disclosed on a conference call
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From left, Utah Valley University students Colton Peck, Doug Macdonald and McKenna Jacobsen. Together, they took first place in the Financial Planning Challenge at the Financial Planning Association’s annual conference in Minneapolis last week. Utah Valley University When Colton Peck started school at Utah Valley University, he was set on being an accountant. But after
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Ken Fisher Crystal Mercedes | CNBC Fidelity has terminated a $500 million relationship with Fisher Investments, bringing the total yanked from the money manager to almost $1.8 billion. Officials at the giant Boston-based asset manager confirmed it would end its relationship with Fisher on Monday, in light of inappropriate comments founder Ken Fisher made at
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David Rea, president of No. 1-rated financial advisor firm Salem Investment Counselors, attributes his start in the business to excellent professors at Indiana University while he was pursuing an MBA. Salem Investment Counselors Everyone loves a good origin story, whether it’s fictional, like Superman’s, or real life — think Warren Buffett or Steve Jobs —
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Morgan Stanley signage on the door of their headquarters building in New York. Scott Mlyn | CNBC Morgan Stanley is offering a new tool to help financial advisors and their clients measure sustainable investing choices and how they perform in their portfolios. The analytics and reporting application, called Morgan Stanley Impact Quotient, was announced on
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Karen Simons Source: Karen Simons Karen Simons was out of the professional world for more than 20 years to raise her three children. Now she’s a financial planner at the investment advisory firm Yeske Buie. She made that change happen through a “returnship,” the grown-up version of a college internship that companies are increasingly offering
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