Home Again, Home Again
February 7, 2022 Good morning, Welcome back! I did breath a sigh of relief Friday afternoon knowing that the first bona-fide, disconnect vacation in a long time for me, didn’t end with a free-falling equity market. What a nice change – maybe I should do it more often now. Last week the equity market had […]
M&A in the Wealth Management Industry
CEO Raj Bhattacharyya joined a panel for CFA Society New York on M&A in the Wealth Management Industry. About Robertson Stephens’ philosophy, Raj said: “We happen to be growing quite fast, but we’re not growing for growth’s sake. We cover our clients in a certain way, we have a certain philosophy of what we think […]