8 INVESTMENT ADVISOR DECEMBER 2019 | ThinkAdvisor.com
Special Times, Special Report
Since we helped break the news of Ken Fisher’s com- ments and advisors’ reaction to them on Oct. 9, things have been busy. Of course, there’ve been facts to check.
The real task, though, has been to keep up with the opinions
of many advisors and others in financial services. So many of
you have been voicing your views on these developments and
what they mean for the industry’s treatment of women. It’s
often hard to keep up.
Collecting and reflecting
on these opinions has been
educational and satisfying.
I’ve been privileged to have
made dozens of new professional relationships through
this process — many on social
media — and to interact with
individuals and groups in the
industry eager to join and add
to the discussion.
What’s been most surprising, though, is the great response
to our exclusive Investment Advisor/ ThinkAdvisor.com
poll on Fisher’s comments and what they mean for the
business of financial advice. No spoiler alerts here, sorry.
The full results can be found starting on page 30. (Hint:
There is a much greater consensus on some topics than I
How many of you participated? More than 1,350. And we are
grateful. Several hundred of you shared detailed and spirited
comments on what the industry needs to do to become a safer,
better place for women, which we also thank you for.
Of the many remarks from poll respondents, just a handful
dismiss the need to discuss Fisher’s use of lewd language and
the media’s attention to it. The remaining views expressed in
the survey aim to help move the industry forward. The poll
response has revealed how engaged many of you are with
the daily news of the business and how much you care about
what’s happening in it.
There’s no clear path or full story written yet in terms of the
industry’s gender issues, some of you told us. And that means
we have lots to cover in 2020.
Beyond gender issues, this month’s magazine highlights
possible shifts in the SEC’s advertising rule. Be sure to read
In addition, we share profiles of four Next-Gen black
advisors who have joined
their parents in financial services. The parents explain
some of the ups and downs
they’ve seen in the business,
Finally, as the holidays approach, I want to thank my colleagues for working extra hard on our Fisher coverage and
survey. And, again, many thanks to everyone who’s helped
us with our reporting and survey on the Fisher news and its
ramifications. You’ve certainly helped me to better understand
how my own writing and sourcing can be improved — by adding more voices to it and considering news developments from
more varied perspectives.
I’ve been privileged to have
made dozens of new professional
relationships through this process
— many on social media — and
to interact with individuals and
groups in the industry eager to
join and add to the discussion.
By Janet Levaux