Articles tagged "Tim Kochis"

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Terri Kallsen sold 15,469 shares of Schwab stock but did she also sell short her own vision?

Schwab's head of retail dumped more than half her company stock exactly a year after becoming retail chief with bold goals

February 1, 2016 — 10:57 PM UTC

Philip Palaveev and Bob Oros create Hunger Games-style RIA high jinks for Fidelity execs, then release it for wide consumption

The reality TV-Harvard Business School hybrid throws simulated market crashes, personal tragedies and M&A what-ifs at green FAs to test their mettle and groom them for succession

September 29, 2015 — 10:31 PM UTC

The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives

700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye

May 30, 2013 — 6:10 PM UTC

Riskalyze debuts website featuring 'worst' wirehouse portfolios to shock and attract clients

Horror stories abound -- like the 82-year-old widow who has 15% of her holdings in Apple stock and 9% in Facebook

February 15, 2013 — 6:14 AM UTC

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger

Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

September 17, 2012 — 9:38 PM UTC

5 recent acts of courage in the RIA business

Scott Leonard, Tim Kochis, Ron Rhoades, Steve Lockshin and Mike Brown have each shown backbone in their own way

September 10, 2012 — 5:03 AM UTC

Why Deloite Touche talent is such a coveted building block at some esteemed RIAs

The changing challenge of serving the ultra-affluent is demanding skills that look more like Big Four accounting than the four wirehouses

August 16, 2012 — 6:35 AM 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

RIAs see mostly silver linings in the wake of Supreme Court's decision on Obamacare

As small business owners and financial shepherds of human flocks, accessible and affordable health care is a good thing

July 5, 2012 — 5:30 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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