Robertson Stephens Wealth Management has appointed Raj Bhattacharyya its chief executive, succeeding Stuart Katz, who will continue as the firm’s chief investment officer.
In his new role, Bhattacharyya, who joined the firm’s board of directors in January, will manage the firm’s operational and growth strategy.
Bhattacharyya, who has over 27 years of financial services experience across trading and capital markets, spent 17 years at Deutsche Bank, most recently as the head of foreign exchange in the Americas and head of the Latin American markets business. He previously served as head of capital markets in Western Europe and head of debt capital markets in North America.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
