News, Comment & Analysis results for Robertson Stephens

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

People Moves
December 2, 2024

Summary Of North American Wealth Management Moves – September 2024

A September roundup of North American wealth management moves. Prominent stories included changes

People Moves
October 15, 2024

Summary Of North American Senior Wealth Management Moves – July 2024

The latest moves in the North American wealth sector across the month of July.

M and A
October 9, 2024

Robertson Stephens WM Passes Above $7 Billion AuM Mark With New Deal

This transaction – the financial terms of which were undisclosed – is the fifth the firm has

People Moves
September 11, 2024

Robertson Stephens Wealth Management Names Operations Head

Growing via an organic route, and through acquisitions, the firm now has 23 locations across the

M and A
September 10, 2024

Summary Of North American M&A In Wealth Management – April, May And June 2024

A summary of M&A moves in the second quarter of 2024.

Strategy
August 13, 2024

WEALTHTALK – Building A Business Through Intelligent Acquisition, Organic Growth

Another of this news service's conversations with senior people in the world's wealth management

M and A
July 31, 2024

Robertson Stephens Adds $530 Million RIA, Expands Colorado Footprint

The wealth management house, with a presence across the US, has made a number of business additions

People Moves
July 18, 2024

California-Headquartered Wealth House Names M&A Head

The firm, based in Los Angeles and operating in different parts of the US, has signaled its merger

People Moves
July 10, 2024

Robertson Stephens Passes Another Milestone

The nationwide US wealth manager now has more than $6 billion in advisory assets following its

Comment & Analysis results for Robertson Stephens