By Vikram Chugh Here are some tips to help safeguard your information.
technology
Smishing: What It Is and How to Protect Yourself
By Vikram Chugh, COO August 15, 2022 - Smishing is a form of phishing that uses short messages sent as text messages, or SMS, through smartphones and social media messaging to gain your personal information. Smishing has become popular with
2022 Wealth Tech Trends and Opportunities
March 24, 2022 - Prior to the pandemic, the wealth management industry faced many challenges arising from the digital disruption and shifting competitive dynamics. The pandemic has helped accelerate the adoption of technology to combat these
A Message from Our COO about Cybersecurity
March 2, 2022 As global sanctions grow every day against Russia, there has been an increasing concern of cyberattacks on our country’s information. We at Robertson Stephens want to reemphasize that we take our fiduciary responsibility and
The Human Side of Tech Matters Most
Wealthmanagement.com September 9, 2021 - COO Vikram Chugh spoke at WealthManagement.com’s industry awards about what happens when technology meets human advice. Read his insights here: https://lnkd.in/emUJM9EN
CircleBlack Partners with Robertson Stephens to Launch the Firm’s Wealth Management Digital Hub
Firm Develops Client Portal and Financial Data Aggregator for Rapidly Expanding $2 Billion Independent RIA KINGSTON, N.J., April. 20, 2021— CircleBlack has partnered with Robertson Stephens, a rapidly growing national registered investment
How COVID Has Redefined How We Use Technology: An Evolution in Three Acts
By Vikram Chugh March 5, 2021 - When the pandemic hit early in 2020, it seemed everything in our lives was turned upside down overnight. No aspect of our professional lives was more impacted – and, frankly, suddenly more indispensable – than
Robertson Stephens and StratiFi Technologies Announce New Partnership
Strengthening client-advisor relationships through award-winning risk evaluation tool SAN FRANCISCO, February 18, 2021—StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a
55ip & Robertson Stephens Wealth Management Partner to Provide Tax-Smart Investment Solutions
Cision, June 23, 2020 Robertson Stephens is partnering with 55ip to provide advisors access to sophisticated tax-management technology. 55ip offers an investment model adoption platform designed to help improve outcomes for advisors and their
