55ip & Robertson Stephens Wealth Management Partner to Provide Tax-Smart Investment Solutions
Cision, June 23, 2020 Robertson Stephens is partnering with 55ip to provide advisors access to sophisticated tax-management technology. 55ip offers an investment model adoption platform designed to help improve outcomes for advisors and their clients. “As we continue to build our solution-based technology offerings, we believe smart tax management is a critical component to our […]