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Financial Advisor October 2008 Raymond Fazzi	Independent Power House Kochis Fitz and Quintile Wealth Management LLC complete a merger that, according to its principals, creates the third-largest independent wealth management firm in the nation and the largest in California.
Investment Advisor December 2007 James J. Green	A Force in the West, With Aspirations The CEOs of two big California wealth management firms, Tim Kochis and Rob Francais, talk about their merger.
Financial Advisor November 2003 Hinchcliff & Longo	Extraordinary Vs. Ordinary Experts at The 6th Annual Financial Advisor Symposium outlined what it takes for advisory firms to be among the best in the country.
Financial Advisor December 2007	Frontline News Kochis Fitz To Merge With Quintile... Practicing The Best Practices... United Capital Buys Four Advisory Firms... Herd Mentality Linked With Keeping Up With The Joneses... etc.
Investment Advisor October 2010 Mike Patton	Past, Present, Future In 1980 Chrysler was rescued, CNN was launched, the Dow began the year at 824 and Investment Advisor published its first issue. Today, Chrysler has been rescued once again, Fox News is on top and the Dow hovers at 10,000.
Financial Advisor February 2004 Evan Simonoff	The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns.
Financial Advisor July 2006	The Golden Age of Growth As the RIA profession continues to grow and mature, it will be interesting to see if it retains its heterogeneous, inclusive character or evolves into a more homogenous business, as so many industries do over time.
Investment Advisor February 2009	The Future Is Now The independent advisory family is dealing with a disaster that has shaken it to its core. Having survived a brutal 2008, the future looks dim, and many advisors are frustrated at best with the present, and despairing at worst over the future.
Registered Rep. January 1, 2006 Kristen French	A Level Playing Field High-profit ensembles and solos are the top-performing 25% of financial advisory firms. Other ensembles and solos would lose money if they paid their owners a market level salary.
Investment Advisor December 2007	Upgrades LPL Financial Services has partnered with Fiduciary360... Kochis Fitz of San Francisco and Quintile Wealth Management of Los Angeles say they will merge... etc.
Financial Advisor August 2005 Eva Marer	The Recruiting Gap Demand for top young talent has outstripped supply, and that has some independent advisors worried about the future of the financial advisory profession.
Financial Advisor April 2008 David Drucker	Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession?
Registered Rep. September 8, 2015 John Kador	When Advisors Have Advisors Wise advisors accept that when it comes to their own financial destinies, their judgments are, at times, clouded by the same emotional blindspots and irrational reasoning that beguile the clients they serve.
Financial Advisor April 2005 Bruce W. Fraser	Taking Stock of Options For financial advisors and clients alike, the big questions have always been when and how to exercise options. Timing is everything for realizing gains and avoiding tax liabilities.
Financial Planning September 1, 2005 Kathy Gevlin	Bookshelf Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions, by Tim Kochis shows advisers how to minimize risk and maximize opportunities for clients with a significant portion of their wealth in one stock.
Registered Rep. July 5, 2011 Jerry Gleeson	When Advisors Add Value, Pricing Power Follows Advisors who want to charge more for their services have to differentiate themselves from their competitors.
Registered Rep. May 31, 2011 Charles Paikert	Wealth Management Business Booming, but Pricing Practices Questioned Questions arise from a widely anticipated new study from The Boston Consulting Group released yesterday.
Investment Advisor July 2008 Melanie Waddell	Globalization Now It's not a question of if, but when, every advisor will embrace the reality that the world is shrinking. Are you ready?
Registered Rep. December 1, 2002 Anne Field	The Eight Ways to Broker Nirvana What successful brokers and advisors need to do is to create a business plan, a road map that takes them to a specific professional goal. That means starting with the right questions about your strongest skills, your most likely target audience, etc.
Financial Planning October 1, 2010 Bob Veres	What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation.
Financial Advisor August 2005	Frontline News Percentage Of Female CFPs Shows Little Change... FPA, Aetna Join To Educate Expectant Parents About Costs... IRS Crackdown On Stock Options Abuse Nets 95 Settlements... etc.
Financial Advisor June 2011 Bruce W. Fraser	Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it.
Financial Planning April 1, 2005 Donald Jay Korn	2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners.
Investment Advisor May 2007	The IA 25 This year's list of the 25 most influential individuals in and around the planning profession: Mary Shapiro... Rudy Adolf... Robert Arnott... Mark Tibergien... etc.
Registered Rep. February 22, 2012 Charles Paikert	The Asian Market: Q&A with Aspiriant Co-founder Tim Kochis Tim Kochis saw early on a growing opportunity in serving first- or second-generation Asian-American consumers in the U.S. Many of these individuals have complicated ties to businesses and families in their home countries.
Financial Advisor	Frontline News News of interest to advisors: Clients want insured investments... Francais succeeds Kochis as Aspiriant CEO... Financial Planning Association's Top Lobbyist Stepping Down... New Web sites keep advisors honest... more...
Investment Advisor October 2009	Changes Job changes, appointments, and promotions: Benjamin Ledyard... Tim Kochis... Duane Thompson... Steve Fadem... Mick Moloney... William Denton... Ben Jackson... Henry Hu... D. Sean McDade... George Keith... Rebecca Smith... Kristine Neuhauser... Lisa Cerchiaro...
Investment Advisor December 2006 Charles Goldman	Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm.
Financial Advisor September 2004 Alyn Ackermann	Defying Diversification Advisors already contend with senior executives holding dangerously concentrated positions in their company's stock-and it may get worse.
Financial Advisor May 2004 Marla Brill	Employee Stock Options Planning Remains Confusing Advisors must contend with potentially complex tax and retirement issues
Financial Planning September 1, 2008 Stacy Schultz	Young and Restless The conversation has changed among the NexGen members who attended their third annual meeting into talk of succession plans and career paths.
Financial Planning January 5, 2008	Movers & Shakers 08 Here are the people who are staged to play a role in the upcoming transitions within the financial planning industry.
Registered Rep. March 1, 2008	Independent Together The "RIA-in-a-box" model will attract plenty of wirehouse reps who may have previously balked at the idea of going completely independent, fearing they were unprepared to run their own businesses.
Financial Advisor November 2006 Tracey Longo	Conference Roundup Meeting the demands of baby boomer clients led content at the 8th Annual Financial Advisor Symposium.
Registered Rep. July 19, 2011 Charles Paikert	New Rankings: New York, Houston Shine As Wealth Management Hot Spots Wealth management firms who aren't doing business in the New York or Houston markets may be asking themselves why not.
Financial Advisor June 2012	Forward Progress Five experts discuss the state of the advisory business.
Registered Rep. December 1, 2010 Charles Paikert	First Republic To Expand Wealth Management Business Post-IPO The firm, known primarily for its high-end lending business, plans to expand its wealth management division, it said in its offering circular, released Monday.
Financial Advisor May 2010 Evan Simonoff	Nick Murray On Numbers As the country emerges from a nasty recession, this perceptive observer of the financial services industry is upbeat about the future for advisors. A conversation with Nick Murray.
Financial Advisor December 2004 Joel P. Bruckenstein	Challenging Your Most Basic Assumptions The new book The Investment Think Tank makes you rethink some fundamental financial advisory principles. With its unique blend of the theoretical, practical and futuristic financial ideas, the book is sometimes controversial but never boring.
Financial Advisor May 2008 Andrew Gluck	America's Financial Crisis Here are abstracts from interviews with seven leading advisors and analysts, all experienced, successful thought-leaders in the business of investment advice.
Financial Planning October 2, 2007 Elizabeth O'Brien	A Dynasty of One's Own When family wealth comes from a family business, the planning can get personal. Here's what financial advisors need to know.
Registered Rep. April 16, 2009 John Churchill	UBS to Cut Lower Producing Advisors The 8,700 jobs UBS plans to cut by the end of 2010 will include 2,000 in the Wealth Management division, many of them financial advisors.
Financial Advisor July 2004 Jeff Schlegel	The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000.
Registered Rep. March 29, 2011 Charles Paikert	Wealth Managers Refine Niche Marketing Techniques Firms are becoming more aggressive about going after target markets using segmentation in the wake of the financial crisis.
Financial Planning October 1, 2008 Stacy Schultz	The Real Deal More than half of all registered independent advisory (RIA) firms bought or considered buying another advisory firm at least once in the past two years.
Registered Rep. January 29, 2007 Halah Touryalai	Hedge Funds Losing Their Appeal? The star power of hedge funds seems to have waned in 2006, at least among the wealthiest set. Will investors -- and their advisors -- continue to cool to hedge funds?
Registered Rep. January 1, 2007 John Kador	Schwab: Back to Basics With its recently announced plans to sell U.S. Trust to Bank of America, Charles Schwab has decided to leave serving the uber-uber wealthy -- that very top 0.5 percent of the population -- to others.
Investment Advisor December 2006 James J. Green	The Conference Season The fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart -- The Financial Planning Association's meeting followed by Schwab Institutional's Impact show.
Registered Rep. June 1, 2005	60 Seconds with Bob McCann The Vice Chairman of Merrill Lynch's Wealth Management Group talks about the brokerage giant's hiring plans and other current initiatives.
Financial Advisor June 2005 Sydney LeBlanc	Thinking Outside The Managed Account Box An interview with Steve Gresham, executive vice president of Phoenix Investment Partners Ltd., and also a member of the Money Management Institute Board of Governors on the state of the managed account industry.