Rob Francais

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  Finding Success in Succession Planning

  By John Sullivan, Advisorone  |  July 1, 2011

  Tiburon Strategic Advisors finds half of advisors over the age of 50 intend to sell their businesses upon retirement.

• Organizational Changes for Aspiriant

  By Robert F. Keane  |  September 11, 2009

  Kochis stepping down as CEO, but not retiring.

• California Suite

  By James Picerno  |  February 1, 2008

  The announcement last November that two of the largest independent wealth managers have joined forces may look like a modest deal from the vantage of...

• A Force in the West, With Aspirations

  By James J. Green, AdvisorOne  |  December 1, 2007

  Typifying a growing trend in the independent advisory industry, two big California wealth management firms--Kochis Fitz of San Francisco and Quintile Wealth Management of Los...