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

Power Your Advice
14/09/2022 17 min
Episode 111 – Technology and its Impact on Wealth Management – With Raj Bhattacharyya

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Episode Synopsis

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 →

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