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Articles tagged "Aspiriant"


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Rob Francais: Stanford is already in its second generation of management ...

How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees

Stanford had done its own succession spade work and its principals were willing to become workers in a Deloitte-cultured firm

December 29, 2016 at 4:09 PM

Michael Glowacki: You say, 'this is my succession plan' and they say, 'you sold me!'

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 at 8:35 PM

Philip Paleveev:  We want them to experience what it feels like to run a firm and make decisions

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 at 10:31 PM

Rajeev Sharan: I function as a market ‘shock absorber’ for clients.

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 at 8:45 PM

Departed Schwab retail advisors protested the firm's termination policies on the first day of IMPACT.

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 at 6:32 AM

Cammie Doder: We want to be super-responsive and empathetic that our industry and our space can be very confusing.

Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients

Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot

May 31, 2013 at 8:01 PM

Rob Francais: It gets a little easier each time. We learn how to do it more effectively.

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 at 5:11 PM

Aaron Klein: I'm hoping that our entire industry will rise up and throw the idea of selling IPOs and derivatives to grandmothers under the bus.

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 at 6:14 AM

Schwab says that its RIAs have signaled, finally, a trust in the solidity of the cloud.

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 at 4:01 AM

Brooke Southall: Roll-ups can look as different as Great Danes and lhasa apsos, but we can all agree that these two breeds are both very much dogs.

Why the term 'roll-up' should stay in the RIA vocabulary

It's a short term packed with tall meaning

October 16, 2012 at 2:05 AM

Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

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 at 9:38 PM

Rob Francais: I knew they were cut from the same cloth.

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 at 6:35 AM

Tim Kochis: I winced when I detected a slight tone of condescension in the presentation.

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 at 3:14 AM

Andrew Russell: It will be a rough couple of years but I think as a nation we'll grow to accept it and be a healthier nation.

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 at 5:30 AM

Brian Shenson: That's a huge pain point for a lot of our clients.

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 at 4:02 AM

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