Robertson Stephens Wealth Management, a San Francisco-based firm now managing $4 billion, has acquired LFS Wealth Advisors, a San Ramon, California-based registered investment adviser managing $210 million, and Vodia Capital, a Boston-based RIA managing over $160 million. Terms of the acquisitions were not disclosed.
LFS founder John Lau will be joined in the move to Robertson Stephens by colleagues Helen Lau, Matthew Lau, Diana Cason, Michael Stephens, Jennifer Spence, Carmen Liu and Jialin Liu. LFS uses a holistic approach that includes financial and risk management solutions as well as income tax planning and estate conservation strategies.
Vodia founder and managing principal David Matias and principal Avi Deutsch will be joined in their move by colleagues Brandon Frye, Chuning Wang, Janet Shetty and Mammad Aliyev. Vodia provides clients portfolio design, impact-oriented strategies and proprietary research.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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