Articles tagged "Michael Kossman"


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Aspiriant sets the stage for its next big buy -- and only RIAs with more than $1 billion in assets need apply

Now that the $7-billion Los Angeles firm has digested Deloitte, its executive M&A team ponders its next move

March 5, 2013 — 5:11 PM UTC

Schwab's plan to quickly get 1,750 RIAs off the desktop gets pricing and a pilot

Schwab PortfolioCenter will finally have a cloud option that doesn't take away an advisory firm's control of its data

October 26, 2012 — 4:01 AM UTC

Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud

Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians

June 19, 2012 — 4:02 AM UTC

Tim Kochis retires, months earlier than scheduled, but also years later than planned

The Aspiriant founder sent an e-mail to fellow employees on April 27th saying he's bolting a little early because of projects he wants to pursue.

May 11, 2012 — 5:20 AM UTC
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