Articles tagged "Aspiriant"
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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 at 5:20 AM
How RIAs like Aspiriant and United Capital are working to put financial planning back at the center of financial planning firms
It's expensive, hard work, hard to charge for, difficult to deliver and adds real value
April 23, 2012 at 4:00 AM
How a swath of billion-dollar-plus RIAs are posing a threat to indie advisors
Forget the aggregators -- a specific segment of RIAs is gunning for mom-and-pop shops and wirehouses alike
March 5, 2012 at 5:00 AM
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 at 4:30 AM
Tibergien uses brutal honesty to captivate big Schwab RIAs and others at San Francisco event
The Pershing leader and former Moss Adams star lit into advisors on practice management issues
June 24, 2011 at 2:50 PM
A tide of Roth conversions sweeps through the advisory business this month
The Bush tax-cut compromise is changing calculations, again
December 9, 2010 at 6:44 AM
Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software
Tamarac has made leaps, say iRebal loyalists, but it had a long way to go
