Fisher Investments’ $12.75 billion valuation does not set a new benchmark for RIAs, but given the size, scope and buyer, it marks an inflection point for the industry overall, observers say.
The company’s first attempt at a hybrid work schedule led to a small worker revolt. The new back-to-office plan comes with flexibility—some of which must be earned.
James McDonald was taken into custody in Port Orchard, Wash. and will face federal charges in Los Angeles. He is accused of losing millions in client funds and fled an SEC subpoena in 2021.
Women are inextricably linked to trillions of dollars of wealth transfer already in motion. It's important that their unique skills and financial insights are respected—not disregarded.
The Brown-Brinkley Group includes two managing directors with nearly six decades of collective industry experience. They will operate out of RBC’s office in Tysons, Virginia.
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