Talk:Fisher Investments

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Fiduciary statement in TV commercials

I'm curious why there is no mention in this article of Fisher Investments being a "fiduciary" as highlighted in their TV commercials? For example: youtu.be/XUqZc2O489w

I'm gathering that every investment advisor has some level of fiduciary responsibility to their clients? — Preceding unsigned comment added by 2603:8081:2000:60E8:E13D:678:54B2:62E7 (talk) 18:36, 18 April 2022 (UTC)[reply]

Michael E smith investments

Investing 64.67.161.203 (talk) 22:48, 28 April 2024 (UTC)[reply]

Updates for History section

This edit request by an editor with a conflict of interest has now been answered.

Hi, I am working on improvements for the article. The following are some suggestions for the History section:

The last sentence of the second paragraph lists the principal business units of the firm. Fisher Investments 401(k) Solutions Group has since become an independent entity, making the current sentence inaccurate.

1) Please change "four" to "three" and remove "Fisher Investments 401(k) Solutions Group" from the sentence.

2) Please add a sentence about the new business at the end of the section:

In June 2024, the firm announced its 401(k) Solutions business for small to mid-sized retirement plans would become a separate, independent company called Fisher Retirement Solutions.^[1]^[2]

Please add to the end of the section:

In June 2024, Fisher Investments announced that Advent International and ADIA had acquired a minority interest in the firm for $2.5-$3 billion. The deal would result in the firm being valued at $13 billion. Ken Fisher will maintain about 70% ownership.^[3]

References

^ Britton, Diana (June 24, 2024). "Fisher Investments to Spin Out $4.75B 401(k) Business". Wealth Management.
^ Corbin, Kenneth (June 25, 2024). "Fisher Investments to Spin Off 401(k) Business, Which Will Be Led by Founder Ken Fisher's Son". Barron's.
^ Thomas, Lauren; Cooper, Laura (June 16, 2024). "Fisher Investments Strikes Deal With Advent". The Wall Street Journal.

Thank you, Nicole for Fisher (talk) 14:41, 8 October 2024 (UTC)[reply]

The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE.

Nicole for Fisher (talk · contribs) has been paid by Fisher Investments on their behalf.

@Nicole for Fisher:

Done with minor modifications. Mach61 13:42, 9 October 2024 (UTC)[reply]

[1] Britton, Diana (June 24, 2024). "Fisher Investments to Spin Out $4.75B 401(k) Business". Wealth Management.

[2] Corbin, Kenneth (June 25, 2024). "Fisher Investments to Spin Off 401(k) Business, Which Will Be Led by Founder Ken Fisher's Son". Barron's.

[3] Thomas, Lauren; Cooper, Laura (June 16, 2024). "Fisher Investments Strikes Deal With Advent". The Wall Street Journal.

[1]

[2]

[3]