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The 82-year-old views a wealth tax as an innovation-killer, and therefore a capitalism killer. "It's a negative reward for success."

The state of Michigan and Philadelphia Board of Pensions have severed their ties to the embattled money manager.

Robert Shapiro received the maximum sentence for running a scheme that caused more than 7,000 retirees and other investors to lose money.

In a letter to staff, Ken Fisher apologized and said he understood that his comments reflected poorly on him and the firm.

Tiburon Managing Partner Chip Roame said he would not name names, although he did commend Alex Chalekian for speaking out about billionaire investor and advisor Ken Fisher’s inappropriate comments at Roame’s summit.

To support continued acquisitions, Kestra's M&A arm recruits staff from Goldman, AssetMark and online banking firm Kasasa.

Advisor Alex Chalekian says he was 'disgusted' by comments made by the billionaire investor and advisor during a fireside chat at the Tiburon CEO Summit this week.

Ameriprise also welcomed a financial advisor with $168 million in assets under management after more than two decades at Merrill Lynch.