I’ve always said that the investment advisory/financial planning profession is built on relationships and legacy. Failing to invest in your firm’s relationships with its employees as part of that strategy is a surefire way to fail.
Robson doesn’t see the need to bring every service offering in-house to effectively grow an RIA catering to HNW wealth creators. The secret is paying deep attention to the clients—and their families.
Vikram Chugh, who heads up technology and operations for $5.1 billion AUM, 92-employee Robertson Stephens, said the firm has carefully selected each piece of its tech stack.
What motivated the founders of Holistic Planning to leave Edward Jones after more than four decades? They discuss their thought process, the transition and the growth opportunities they are now experiencing.
