Episode 111 – Technology and its Impact on Wealth Management – With Raj Bhattacharyya
September 14, 202217m 36s
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Show Notes
Raj Bhattacharyya is the CEO of Robertson Stephens Capital, a privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions.
Doug and Raj talked about how Robertson Stephens Capital is evolving to keep pace with changes across the wealth management industry, with the goal of helping advisors better serve their clients.
They also discussed:
- How innovation plays a key part in the future of wealth management
- What type of technology Robertson Stephens is adopting to better serve their clients
- How wealth management has changed over the years and how advisors have improved the quality of their services
- The three different personas Roberston Stephens uses in their business
- How advisors can build customized portfolios incorporating active and passive products
Resources: Robertson Stephens Capital