Smishing: What It Is and How to Protect Yourself

By Vikram Chugh, COO August 15, 2022 – Smishing is a form of phishing that uses short messages sent as text messages, or SMS, through smartphones and social media messaging to gain your personal information. Smishing has become popular with hackers since people are likelier to trust a text message from their phone with a […]

2022 Wealth Tech Trends and Opportunities

March 24, 2022 – Prior to the pandemic, the wealth management industry faced many challenges arising from the digital disruption and shifting competitive dynamics. The pandemic has helped accelerate the adoption of technology to combat these challenges. Vikram Chugh sheds light on the top 11 technology trends expected to have the largest impact on the […]

A Message from Our COO about Cybersecurity

March 2, 2022 As global sanctions grow every day against Russia, there has been an increasing concern of cyberattacks on our country’s information. We at Robertson Stephens want to reemphasize that we take our fiduciary responsibility and security of your information very seriously. As a fiduciary, the safety of your information is our top priority, […]

The Human Side of Tech Matters Most

Wealthmanagement.com September 9, 2021 – COO Vikram Chugh spoke at WealthManagement.com’s industry awards about what happens when technology meets human advice. Read his insights here: https://lnkd.in/emUJM9EN

How COVID Has Redefined How We Use Technology: An Evolution in Three Acts

By Vikram Chugh March 5, 2021 – When the pandemic hit early in 2020, it seemed everything in our lives was turned upside down overnight. No aspect of our professional lives was more impacted – and, frankly, suddenly more indispensable – than technology. For all of us in the wealth management sector, technology became a […]

Robertson Stephens and StratiFi Technologies Announce New Partnership

Strengthening client-advisor relationships through award-winning risk evaluation tool SAN FRANCISCO, February 18, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a new partnership to create a more holistic view of clients’ financial wellness by integrating risk analytics into their investment solution. This partnership gives Robertson Stephens’ advisors an […]

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 […]