Articles tagged "Aspiriant"
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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
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 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
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
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
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
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
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'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
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
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
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
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
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
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
