News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Rob Francais"


Rajeev Sharan: I function as a market ‘shock absorber’ for clients.

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

Sunday 11.24.13
Departed Schwab retail advisors protested the firm's termination policies on the first day of IMPACT.

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

Thursday 11.14.13
Rob Francais: It gets a little easier each time. We learn how to do it more effectively.

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

Tuesday 3.5.13
Tim Kochis: I winced when I detected a slight tone of condescension in the presentation.

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

Wednesday 7.25.12
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.

Friday 5.11.12
Rob Francais: You can look at our growth in the last three-and-a-half or four years and say it's off the charts, but it's all been part of a very patient well thought-out process.

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

Monday 10.3.11

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2015


    July
    June
    May
    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Katie Henderson: We really do believe that the need for advice is growing. This is something retail clients have been asking for as they get close to the pre-retiree phase.
16 shares
Vanguard's white-hot 'hybrid robo' just added $4 billion in three months -- a heat that may cast a chill on 'pure' robos

Gregg Robins: Switzerland needs to stop apologizing for some of the missteps that have occurred and to re-focus attention on its significant advantages in order to rebuild its image.
12 shares
A Swiss RIA advisor reports on a Zurich event aimed at shaping, saving Swiss wealth management in the wake of purging American clients

Jeffrey Gundlach's game of brinksmanship with Morningstar goes way back.
2 shares
Morningstar bristles about being 'refused or ignored' by DoubleLine as the 'silly, ugly feud' between Jeffrey Gundlach and the ratings firm rages on

Terri Kallsen: We need more feet on the street.
1 shares
Schwab's big reveal at its July update: Goal to hire 1,800 financial advisors and unpause branch expansion

Steve Prostano says he will hire a big team as a first order of business.
1 shares
BNP Paribas -- dominator of the UHNW market in France -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US


Get the RIABiz Today
Email Alert »