Episode 111 – Technology and its Impact on Wealth Management – With Raj Bhattacharyya

Power Your Advice

English - September 14, 2022 23:15 - 17 minutes - 24.2 MB
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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. … Continue reading Episode 111 – Technology and its Impact on Wealth Management – With Raj Bhattacharyya →