Empowering Investors with Fiduciary Education: Fisher Investments Launches Comprehensive Resource

Strategic Insights -

Fiduciary.com has been launched by Fisher Investments, a leading independent, fee-only investment adviser, to provide investors with straightforward education about the wealth management industry. The comprehensive resource explains the importance of investment fiduciaries, the fiduciary standard, and common misconceptions about fiduciaries. It also offers practical guidance for evaluating and selecting a wealth manager, including considering firm structure, fees, values, asset custody, and experience.

Key Takeaways:

  • Fiduciary.com provides investors with a comprehensive resource to educate them about the wealth management industry, including the importance of investment fiduciaries and the fiduciary standard.
  • The resource explains common misconceptions about fiduciaries and offers practical guidance for evaluating and selecting a wealth manager.
  • Investors should consider additional factors in their due diligence process, such as firm structure, fees, values, asset custody, and experience.
  • Fisher Investments' CEO emphasizes the importance of investors making informed decisions about their financial future and the role of Fiduciary.com in providing valuable information.
  • The resource aims to empower investors with the knowledge and confidence to make informed decisions about their financial future.

Statistics:

  • Fisher Investments manages over $295 billion across three principal businesses: Institutional, US Private Client, and Private Client International.
  • Founder and Executive Chairman Ken Fisher wrote the Forbes "Portfolio Strategy" column for over 32 years until December 31, 2016.
  • Ken Fisher writes monthly, native language columns in 26 major media organs around the world, spanning more countries and more languages in more total reach than any other non-syndicated columnist of any type ever.
  • Ken Fisher has written 11 investing and finance books, including four New York Times bestsellers.

Sources:

  • Fisher Investments: Founded in 1979, an independent, fee-only investment adviser managing over $295 billion across three principal businesses.
  • Forbes: Ken Fisher wrote the "Portfolio Strategy" column for over 32 years until December 31, 2016.
  • Multimedia: Original content can be downloaded from Fisher Investments' website.