Displaying 6 results
Robertson Stephens welcomes veteran $180M team
The San Francisco-based firm is adding a Connecticut-based practice from Hightower.
Advisory firm M&A must be about more than money, experts say
Mergers and acquisitions aren't about aggregation, they're 'about integration,' says Brandon Kawal of Advisor Growth Strategies.
All eyes on alts
As fixed income weighs down the classic 60/40 portfolio, allocations to alternatives are expected to rise over the next three years.
Robertson Stephens acquires two RIAs
The deals add $370 million in AUM through LFS Wealth Advisors, Vodia Capital.
Expand, extend client relationships with communication amplifying trust, values
The post-Covid economy serves up an array of new opportunities for women advisers to win and keep clients, according to speakers at the Women Adviser Summit in Denver.
The most seasoned advisers show no signs of slowing down — or retiring
A passion for the work drives some financial advisers to stay on the job well past traditional retirement age.
