Articles tagged "Rob Francais"

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How Rob Francais is convincing RIAs to sign on the dotted line with Aspiriant -- no money down

The CEO of the $9 billion RIA grabbed nearly $1 billion of AUM from Hokanson and Glowacki with stock swaps

February 19, 2016 — 8:35 PM UTC

Two 'super RIAs' -- Aspiriant and Salient -- hire risk officers in a sign of what clients value post-2008-'09, post-Madoff

In the post-Madoff era, explicit downside is becoming more important -- and lets Aspiriant justify its $7,500 planning fee better

November 24, 2013 — 8:45 PM UTC

Schwab IMPACT 2013 is another great bash but picketers and Fidelity siphoned off some precious RIA attention

Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk

November 14, 2013 — 6:32 AM UTC

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

Ex-RIA chief: 'How I learned more in a month as a client than in 20 years as CEO'

Aspiriant's Tim Kochis and his wife experienced firsthand the upsides and downsides of being paying clients

July 25, 2012 — 3:14 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

How Rob Francais combined two giant RIAs and then added the assets of Deloitte Investment Advisors

Kochis Fitz, Quintile Wealth Management and Deloitte are now $7.2 billion Aspiriant and there are more plans to grow -- carefully

October 3, 2011 — 4:30 AM UTC
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