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Articles tagged "Robertson Stephens"


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Lisa Salvi: Firms can ensure they have a compelling compensation strategy.

Oisin's Bits: RIAs are slow to raise wages to reflect revenue and inflation • Robertson Stephens doubles AUM, making three a charm • SEC finally explains Bitcoin ETF application failures • Tenev, Bhatt get billion dollar haircuts in Robinhood stock slump

Schwab report shows RIAs hire at bargain rates but maybe not for long • 'Robertson Stephens' third go-round, second as RIA, gains steam • SEC reveals spot BTC concern--fraud • Robinhood founders lose $3.4 billion, $3.9 billion in stock slump

February 4, 2022 at 8:21 PM

Stuart Katz: The opportunity that lies ahead for Robertson Stephens is enormous, and the ability to lead the company into this next chapter is humbling and incredibly exciting.

Robertson Stephens 3.0 gets going--amid scathing skepticism--but new CEO Stuart Katz means for three to be the charm for storied brand's reinvention as wealth manager

One of Silicon Valley's 'Four Horsemen' of Tech IPOs has another Goldman Sachs alum rolling the dice who is ready to say he can reinvent wealth management for the ultra-wealthy

January 18, 2019 at 7:45 PM

Ren Riley: There's a transaction happening and we're not dead.

Robertson Stephens seeks revival under new CEO after departures that included the old one

Founder Joe Piazza is still a director and his new chief, Ren Riley, says a pending deal means the San Francisco-based RIA is 'not dead' yet

August 23, 2017 at 7:06 PM

Seth Waugh is neither a real Alex. Brown guy nor somebody who has walked in a broker's shoes, but his Wall Street bona fides are platinum grade.

As Raymond James seeks to wire its Alex. Brown upbranding deal, it hires past Deutsche CEO Seth Waugh with bona fides and baggage

In adding execuive chair, Raymond James is looking to complete the orchid botanist's task of providing just the right Wall Street water and Baltimore sunlight

April 27, 2016 at 7:49 PM

Susan Reese: I liked the model of the [Joe Piazza] has. It has transparency that's not associated with a large bank.

Why a $2 billion advisor bolted Goldman Sachs' $26 billion, Albany-based RIA and subtracted 12,000 commuting miles

After sandwiching a 20-year hiatus between GE and Goldman, Susan Reese continues her brilliant career at Joe Piazza's RIA startup in a quest for open architecture and closely held ownership

December 8, 2015 at 5:37 PM

Paul Reilly: Deutsche Bank is to continue providing the Alex. Brown advisors continued access to syndicates from Deutsche Bank's equity research and a high array of high-net-worth services for many years.

What to make of Raymond James putting 'Alex. Brown' back into business and what to make of the $420 million it's spending to make it happen

Raymond James could get the hallowed brand and 200 advisors with $50 billion in advised assets for a nominal price but it'll also be pumping Deutsche products through the AB unit

December 4, 2015 at 8:28 PM

Joe Piazza: Many advisors will not wait around for the deal to close.

Credit Suisse punts its private banking business to Wells Fargo

The take-my-brokers-please deal has skeptics but shows forethought, too

October 21, 2015 at 12:06 AM

Steve Prostano says he will hire a big team as a first order of business.

BNP Paribas -- dominator of the UHNW market in France -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US

Through its Bank of the West subsidiary, Paribas is hiring Prostano to gun for San Francisco rival First Republic -- but questions about the state in which he left Silver Bridge remain

July 22, 2015 at 5:48 PM

Joe Lonsdale: Wealth management is designed for the 1950s, not this century.

Takeaways from a New York Times article about Addepar

The Mountain View, Calif. start-up kept it close to the vest but revealed who they believe uses big data to good effect

August 8, 2014 at 3:25 AM

Joe Piazza: I prefer to let my actions and the success of our firm speak to the doubters.

Swatting aside 'doubters,' Joe Piazza uses an improbable hook to nab Wells Fargo private bankers -- pent-up Addepar lust

Robertson Stephens chief learns it's easier to court advisors winning Silicon Valley wealth using Made-in-Mountain-View software

April 30, 2014 at 5:26 PM

Joe Piazza: I won't allow any other firm to own us. We don't need anybody's money.

As Joe Piazza's 'Robertson Stephens' venture gears up for '$40 billion,' he adds Mercer, Addepar, Fidelity and Schwab and subtracts Fortigent

The ex-Goldman Sachs executive draws blood with poaching of rival Presidio Group's Mike Tierney, but his quest for a quick $1-billion of AUM will soon be tested

December 3, 2013 at 7:46 PM

Joe Piazza:  I have always felt that I was "interrupted" 10 years ago.

With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthy

Joe Piazza is taking the once-premium San Francisco investment banking brand and combining with Fortigent to lure brokers to a hybrid platform

March 12, 2013 at 6:24 AM

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