Tag Archives: #WealthManagement

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

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

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



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Episode 99 – Moving Technology from the Why to the How – With Craig Ramsey

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

Craig Ramsey is the Chief Operating Officer at AdvisorEngine, a pioneer in digital wealth management technology that supercharges advisor growth with its powerful and intuitive digital platform.

Doug and Craig sat down at the T3 Advisor Conference and talked about how financial technology can get closer to the level of technology utilized in other industries. They also discussed:

  • What technology advisors are going to be able to implement for their clients
  • Why Craig chose to acquire Junxure and the challenges faced in the acquisition
  • Craig’s outlook on being acquired himself and how he views the results
  • The excitement for AdvisorEngine and the platform mentality
  • How they are helping advisors make their investors successful
  • Craig’s path to where he is now

Resources: AdvisorEngine

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