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Articles tagged "Bason Asset Management"


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McKenzie Ebbesen: While I agreed with the general philosophy of investing and planning ... I did not agree with the 1% fee structure and the need to use mutual funds to justify the fee.

Famously and fiercely solo James Osborne somewhat sheepishly doubles headcount at Bason to two after the fatigue of saying 'no' wore on him

For seven years,RIA, flat-fee evangelist and blogger in Greenwood, Colo. doggedly stayed solo and got to $200 million but now he has McKenzie Ebbesen; and she shares his discomfort with 1% fees.

March 5, 2019 at 9:17 PM

Bill Harris: We are constantly showing what your cash flow is, you have to be good at saving.

Power Player: Bill Harris raises yet another $40 million on strength of winning big accounts willing to pay a grown-up price

Personal Capital has a leg-up in the mass production of classic RIA-to-high-net-worth services using technology, people and process, even if the brand elicits shrugs

July 31, 2017 at 11:46 PM

Ajay Gupta, Peter Mallouk, Tony Robbins, Josh Robbins and Jennifer Connelly ring in 'Unshakeable' at Nasdaq

Peter Mallouk-Tony Robbins partnership set to soar on new book but quid-pro-quo details of pact between $23-billion RIA and super-salesman are still murky

'Unshakeable' may drive $1 billion-plus in referrals to Creative Planning but just how much lands in Robbins' wallet is undisclosed

March 1, 2017 at 10:59 PM

Neesha Hathi: This is a modern approach to financial planning and wealth management that mirrors what today’s consumers have come to expect in other aspects of their lives.

Schwab unveils its virtual future to plaudits but using green CFPs as its real people, mandatory 6% cash, could prove troublesome

Move to launch 28 basis-point Schwab Intelligent Advisory by summer checks all boxes on price, robo, planning, ETFs -- and commoditizes what RIAs sell for three times the fee

December 15, 2016 at 6:11 PM

James Osborne: I never find some exciting stock or fund to buy. I never get to tell a great story over beers.

RIA Zen and the art of doing what's prudent -- even if you can't brag about it over beers

James Osborne confesses his guilty desire to make his practice more exciting and why he resists the temptations of adrenaline highs on behalf of clients

September 23, 2016 at 5:43 PM

The present tense will give way to a future that reveals how a series of big bets -- automated and human-populated -- play out.

What the collective unconscious of RIAs in 2015 revealed as crunched by RIABiz article readership

Those taking new and interesting risks, very much including the ones behind robo efforts, created the kind of drama that an advisor mind could appreciate

December 28, 2015 at 5:22 PM

James Osborne: For those of us in the sweet spot, ignoring the slam-dunk of an Individual 401(k) is regrettable.

Why as a self-employed RIA I love my individual 401(k) -- really

With no discrimination testing necessary, I reap the rewards without toting the baggage

June 1, 2015 at 5:13 AM

James Osborne: I grew weary of explaining underperformance to clients and frustrated that our best attempts to find the 'best' managers seemed left to chance.

My 10-year journey from a BoA call center to establishing a solo $73-million AUM RIA

I established my own business two years ago with a pitch [and fee structure] so appealing I don't always finish it

March 31, 2015 at 7:46 PM

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