Source |
Date |
Title |
 |
 |
02/01/2010 |
Shift From Commissions to Fees Has Benefits for Fund Investors |
|
 |
01/17/2010 |
Help for deciding whether to switch IRA to Roth |
|
 |
01/10/2010 |
In Bonds, a Balance of Risk and Yields |
|
| The New York Times |
10/31/2009 |
Big Investors Grow Wary of Hedge Funds and Private Equity |
|
| History of Financial Planing Standards Board |
2009 |
The Creation of Financial Planning Standards Board |
|
| "The History of Financial Planning" |
2009 |
Published this year, "The History of Financial Planning" acknowledges Tim Kochis for his role in the wealth management industry and as a pioneer of the CFP designation and the Financial Planning Standards Board. |
|
| Chicago Tribune |
09/29/2009 |
Investors wonder whether stocks or bonds better for long-term growth |
|
| Los Angeles Times |
09/29/2009 |
Market revival pushing |
|
| San Francisco Chronicle |
09/27/2009 |
Movers and Shakers |
|
| Wall Street Journal |
09/22/2009 |
Practice Management: Firms Look to Merger to Solve Succession |
|
| Dow Jones |
09/22/2009 |
Practice Management: Firms Look to Merger to Solve Succession |
|
| San Francisco Business Times |
09/18/2009 |
Boutique Firms Tout Their Independence |
|
| Investment News |
09/13/2009 |
Kochis to Step Down as CEO of Aspiriant |
|
| Investment Advisor |
09/11/2009 |
Organizational Changes for Aspiriant |
|
| Wall Street Journal |
09/10/2009 |
STREET MOVES: Kochis To Step Down As Aspiriant Wealth Mgmt CEO |
|
| Private Asset Management |
09/10/2009 |
Aspiriant CEO to Step Down |
|
| Investment News |
09/10/2009 |
Tim Kochis, CEO of Aspiriant, to Step Down in November |
|
| San Francisco Business Times |
09/09/2009 |
Aspiriant CEO Tim Kochis to Step Down |
|
| San Francisco Business Times |
09/03/2009 |
Largest Wealth Managers in the Bay Area |
|
| Barron's |
08/31/2009 |
The Top 100 Independent Advisors |
|
| SmartMoney |
08/05/2009 |
Practice Management: Advisers Face Fears, Seek Client Feedback |
|
| Wealth Manager Magazine |
July/August 2009 |
Top Wealth Managers |
|
| Financial Advisor Magazine |
July 2009 |
FA 2009 Independent RIA Ranking |
|
| Investment News |
06/01/2009 |
The RIA Giants: Top 50 |
|
| Investment News |
05/31/2009 |
Independent advisory firms' outreach pays off for some |
|
| Investment Advisor |
05/01/2009 |
25 Most Influential People 2009 - Tim Kochis |
|
| Registered Rep |
05/01/2009 |
Linda Fitz, Outstanding Advisor 2009 |
|
| CNBC |
03/05/2009 |
Forecasting Economic Recovery |
|
| Financial-Planning.com |
03/01/2009 |
Municipal Aid |
|
| New York Times |
02/26/2009 |
Cracking the Code as Tax Changes Loom |
|
| Forbes.com |
02/26/2009 |
Oil: How Low Can It Go? |
|
| Forbes.com |
02/19/2009 |
Retailers of Last Resort? |
|
| Forbes.com |
02/18/2009 |
Why The Street Hates Geithner |
|
| Forbes.com |
02/12/2009 |
Don't Panic, The Market Will Come Back |
|
| Forbes.com |
02/09/2009 |
Intelligent Investing Panel Bio |
|
| Forbes.com |
02/09/2009 |
Defense Stocks Restock |
|
| Forbes.com |
02/03/2009 |
Short Regional Banks |
|
| Investment Advisor |
02/01/2009 |
How They're Coping |
|
| CNBC |
01/28/2009 |
Dow's Winning Streak |
|
| Los Angeles Times |
01/11/2009 |
Which Way Do We Go From Here? |
|
| Wall Street Journal |
01/05/2009 |
Alternatives Route Was Tough |
|
| Yahoo Finance |
01/05/2009 |
Re-evaluating Your Retirement Game Plan |
|
| San Francisco Chronicle |
01/04/2009 |
Figuring Out When the Recession Might End |
|
| San Francisco Business Times |
01/02/2009 |
Glimmers in the Gloom |
|
| Investors Business Daily |
12/23/2008 |
How You Can Avoid Ponzi Schemes |
|
| Kipplinger |
12/18/2008 |
Don't Get Burned by the Next Bernie Madoff |
|
| Infovest21 |
December 2008 |
Wealth Manager/Financial Planners in the Madoff Environment |
|
| US News & World Report |
12/16/2008 |
5 Ways to Avoid a Ponzi Scheme |
|
| InvestmentNews |
11/30/2008 |
Fast Mover Profile: Tim Kochis |
|
| Financial Advisor Magazine |
October 2008 |
Independent Powerhouse |
| New York Times |
10/23/2008 |
How to Cope With Plunging Portfolios |
|
| Barron's |
08/18/2008 |
Best of the Indies: Top 100 Independent Financial Advisers |
|
| InvestmentNews |
07/21/2008 |
Tiger 21 and IPI cultivate wealthy - for profit |
|
| Private Asset Management |
06/16/2008 |
Kochis Fitz/Quintile Renames Firm |
|
| Private Asset Management |
06/13/2008 |
High-Net-Worth Leader Of The Year |
|
| InvestmentNews |
06/09/2008 |
Marketing moves to forefront as wealth firms look to expand |
|
| InvestmentNews |
06/02/2008 |
Aspiriant aspires to go national |
|
| San Francisco Business Times |
05/23/2008 |
Bay Area's Top Ranked Independent Wealth Advisers |
|
| Tax Planning |
May 2008 |
Wealth Manager Changes Name |
|
| Los Angeles Times |
05/20/2008 |
For what ails the well-helled, Aspiriant hopes to get the call |
|
| Yahoo Finance |
05/19/2008 |
Kochis Fitz/Quintile Adopts New Name |
|
| Centredaily.com |
05/19/2008 |
Kochis Fitz/Quintile Adopts New Name |
|
| The Earth Times |
05/19/2008 |
Kochis Fitz/Quintile Adopts New Name |
|
| LA Business Journal |
05/19/2008 |
Wealth Manager Changes Name |
|
| San Francisco Business Times |
05/19/2008 |
Kochis Fitz/Quintile changes name to Aspiriant |
|
| Financial Advisor Magazine |
05/19/2008 |
Kochis Fitz Quintile Becomes Aspiriant |
|
| Private Wealth Magazine |
April/May 2008 |
Expect Unexpected |
|
| Financial Advisors Magazine |
April 2008 |
Why Aren't We There Yet? |
|
| Global CEO |
April 2008 |
Meet the CEO |
|
| Berkshire Capital |
03/31/2008 |
2008 Investment Management Review |
|
| Registered Rep |
03/01/2008 |
America's Top RIAs |
|
| Wall Street Journal |
02/04/2008 |
The Pro's Advice |
|
| Marketwatch.com |
01/20/2008 |
Donor-advised funds give advantages to charities and taxpayers |
|
| Dow Jones News Wire |
01/15/2008 |
Tips for Effective Client Meetings |
|
