Financial Advisory Firm Leverages Stecher’s Banking, Legal, and Investment Knowledge to Strengthen Board and Drive Growth as an Advisor SAN FRANCISCO, Feb. 12, 2025 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today
Wealth Management
Evaluating Your Next Move
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and discusses what advisors should look for when evaluating their next step. To listen to the full podcast, click here
Bringing on New Advisor Teams
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and discusses what criteria is important when it comes to bringing on new advisor teams. To listen to the full podcast, click here
Has the Industry Done Enough to Benefit the End Investor?
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and shares his insights on if the industry is doing enough to benefit the end investor or has it been about profits and multiples. Tune into his insights. To listen
The Future of Wealth Management
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the future of wealth management. Tune into his insights and how at the end of the day the trend of providing higher levels of service will ultimately benefit
Changes and Evolutions in the Industry
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the changes and evolutions of the wealth management industry. Listen to what Raj has to say regarding the complexity of addressing client needs through these
2020 T3 Conference CEO Panel with Raj Bhattacharyya
CEO Raj Bhattacharyya participated in the 2020 T3 Conference CEO Panel discussing the pandemic and its effects on the wealth management industry. https://youtu.be/Vb5McfMswDI Disclosures Investment advisory services offered through Robertson
