Is Your Information Protected?
By Vikram Chugh Here are some tips to help safeguard your information.
Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle
July 5, 2023 – Chief Operating Officer and Principal, Vikram Chugh was featured in Financial Planning to discuss ‘Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle.’ “When we are onboarding a vendor, we want to make sure their cybersecurity policy is consistent with our needs and with what we have promised to […]
Advisor Training: Here Are Firms’ Best Practices
April 5, 2023 – Chief Operating Officer and Principal, Vikram Chugh spoke with Steve Garmhausen for his column in Barron’s to discuss the best practices that Robertson Stephens employs in its ongoing advisor training, highlighting the importance of ongoing education for the firm. “We’ve set aside one hour every week, 4 to 5 p.m. Eastern, for […]
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
CircleBlack Partners with Robertson Stephens to Launch the Firm’s Wealth Management Digital Hub
Firm Develops Client Portal and Financial Data Aggregator for Rapidly Expanding $2 Billion Independent RIA KINGSTON, N.J., April. 20, 2021— CircleBlack has partnered with Robertson Stephens, a rapidly growing national registered investment advisor (RIA) with over $2 billion AUM, to serve as the firm’s digital hub, including a one-stop client portal as well as a […]
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 […]
2020 T3 Conference Technology Panel with Vikram Chugh
COO Vikram Chugh participated in the T3 Conference Technology Panel discussing the effects of the pandemic on technology in the wealth management industry. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not […]
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 […]