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Fisher Investments
dave smith July 16, 2011
Arbitration Award Against Fisher Investments July 8th, 2011. According to the Investment News, Fisher Investments Inc., may have to pay damages of $376, 075 for breaching its fiduciary duty to a retired investor. Sharyn Silverstein, 64, is entitled to out-of-pocket losses she incurred as a result of Fisher Investments liquidating her bond portfolio and investing 100 percent of the proceeds in stocks, from calls and visits from a Fisher outside salesman. Karen Willcutts, the JAMS arbitrator for the case, wrote in a 25-page interim award dated... read full review »
Filled under: Other Location: United States
Fisher Investments
dave smith July 16, 2011
JAMS arbitration - My case was almost exactlly the same as below: Arbitration Award Against Fisher Investments July 8th, 2011 According to the Investment News, Fisher Investments Inc., the firm run by Forbes magazine columnist Kenneth Fisher, may have to pay damages of $376, 075 for breaching its fiduciary duty to a retired investor. Sharyn Silverstein, 64, is entitled to out-of-pocket losses she incurred as a result of Fisher Investments liquidating her bond portfolio and investing 100 percent of the proceeds in stocks, according to a... read full review »
Filled under: Other Location: United States

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