The Chicago-based RIA claims Lars Knudsen broke his non-compete agreement several weeks after he was let go for bringing a gun to work, among other allegations.
Vikram Chugh, who heads up technology and operations for $5.1 billion AUM, 92-employee Robertson Stephens, said the firm has carefully selected each piece of its tech stack.
Robson doesn’t see the need to bring every service offering in-house to effectively grow an RIA catering to HNW wealth creators. The secret is paying deep attention to the clients—and their families.
When advisor Will Hoffman’s son was diagnosed with a genetic disorder, he decided to set an example for his family around overcoming the struggles life may deal you.
Join us March 28th to explore how generative AI drives advisor growth, from data capture to workflow automation, unveiling its transformative potential.
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