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Articles tagged "Michael Kossman"


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Rob Francais: It gets a little easier each time. We learn how to do it more effectively.
March 5, 2013 at 5:11 PM

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

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

Tim Kochis: No one should be CEO for life.

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

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