Source |
Date |
Title |
 |
|
| San Francisco Business Times |
07/19/2010 |
Aspiriant to buy Deloitte's wealth management unit |
|
| Investment News |
07/19/2010 |
Aspiriant to buy Deloitte Investment Advisors, form $7B Wealth Manager featurin Rob Francais |
|
| PRESS RELEASE |
07/19/2010 |
Aspiriant to Acquire Deloitte Investment Advisors form Deloitte Tax LLP |
|
| Reuters.com |
07/09/2010 |
No fiduciary for all by Tim Kochis |
|
| Checkpoint Law Journal |
6/2010 |
Using a Personal Residence DGT by Clay Stevens |
|
| Forbes |
06/10/2010 |
Save Thousands on Insurance feat. Mike Fitzhugh |
|
| Chiefexecutive.net |
06/10/2010 |
Managing CEO's Affirmative Defense - Selling Compnay Stock Through a 10b5-1 Plan by Mike Fitzhugh and Linda J. Fitz |
|
| Wall Street Journal |
06/07/2010 |
Don't Give Up on Europe feat. Jason Thomas |
|
| Investment News |
06/03/2010 |
The RIA Giants - Top Fee Only Firms |
|
| Investment News |
05/30/2010 |
Bridging the Gap - RIA's are rushing in to fill the widening gulf between big banks and their clients |
|
| MarketWatch.com |
05/27/2010 |
Bay Area Financial Leaders Honor 2010 CFO of the Year Award Winners and Finalists - Michael Kossman Aspiriant CFO, Finalist |
|
| San Francisco Chronicle |
05/26/2010 |
Europe is Not the Overseas Power to Worry About |
|
| Forbes |
05/12/2010 |
Intelligent Investing Panel - Invest Based on Situation featuring Jason Thomas |
|
| Wealth Manager Magazine |
05/05/2010 |
50 Top Women in Wealth - Linda J. Fitz |
|
| Wall Street Journal |
04/25/2010 |
Practice Management: Schwab Reopens Door to Alternatives featuring Jason Thomas |
|
| Wall Street Journal |
04/21/2010 |
RIAs Headed to Consolidation feat. Mike Fitzhugh |
|
| Businessweek |
04/15/2010 |
Mind the Estate Tax Gap feat. Clay Stevens |
|
| Minyanville.com |
04/14/2010 |
Retiring Without Enough Income? feat. Kacy Gott |
|
| Forbes |
03/29/2010 |
Merger Lands Aspiriant on List of Fastest-Growing |
|
| Forbes |
03/29/2010 |
Aspiriant One of the Top 50 Fee-Only RIAs in US |
|
| LA Times |
03/07/2010 |
Time to Prepare Your Will feat. Clay Stevens |
|
| The Wall Street Journal |
03/04/2010 |
One Firm Looks to Expand After Stormy Year |
|
| WealthBriefing.com |
03/01/2010 |
Third-party Search Consultants Growing Rapidly |
|
| Forbes |
02/20/2010 |
U.S. May Face Housing Shortage in 2011 feat Jason Thomas |
|
| The Wall Street Journal |
02/01/2010 |
Shift From Commissions to Fees Has Benefits for Fund Investors |
|
| The San Francisco Chronicle |
01/17/2010 |
Help for deciding whether to switch IRA to Roth |
|
| The New York Times |
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 |
|
