Tim Kochis

• Tax questions for selling concentrated stock

  By Danielle Andrus, AdvisorOne  |  September 3, 2008

  Clients with a deep aversion to tax liability may prefer the risk of owning large amounts of one stock, but selling is often the easiest...

• FPA Spotlight

  By Staff Writer  |  July 1, 2008

  At its annual conference in Boston this October, the Financial Planning Association will assemble a stellar panel to discuss "Cross-Cultural Financial Planning: Making a Business...

• Globalization Now

  By Melanie Waddell, AdvisorOne  |  July 1, 2008

  Globalization. We hear the term over and over nowadays yet it's often hard to define succinctly because it encompasses myriad issues. At its core, globalization...

• 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...

• The Safe Harbor Choice

  By Gregory Taggart  |  December 1, 2007

  Insider trading has a new poster boy--former Qwest CEO Joseph Nacchio, who was sentenced to six years in prison on July 27. He remains free...

• You Are Like Your Clients

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

  I asked Tim Kochis the question I pose at the end of nearly all my interviews these days. "What," I said, after we had discussed...

• 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...

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  The Fifth Annual IA 25: 2007

  By Editorial Staff  |  May 1, 2007

  When Mary Schapiro took the helm as CEO and chairman of the NASD last September, it was a moment of relative calm before the storm.

• Do It Now; Do It Right

  By Staff Writer  |  December 1, 2006

  As 2006 comes to a close and you reflect on the year's successes, it's important to look ahead by asking yourself a question that too...

• Trustworthy

  By Staff Writer  |  August 1, 2000

  After years of mutual distrust, planners and trust