Articles tagged "Aspiriant"


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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

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

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

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 — 8:01 PM 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

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

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

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

It's a short term packed with tall meaning

October 16, 2012 — 2:05 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