Four Things Advisors Looking to Switch Firms Should Look for in the Onboarding Process
With more and more advisors joining independent RIAs (the four major wirehouses experienced a 10% decrease in financial advisor count between 2012-2022, while the the RIA sector saw a 66%
Joining Robertson Stephens: From First Impressions to Full Integration
Hear directly from our wealth advisors on their onboarding experience.
A Case Study on the Onboarding Experience
Read about how Tom Chernesky, CFP®, onboarded his practice when he joined Robertson Stephens.
Families Serving Families: Frank Corrado on What Family Practices Should Look for in a Partner
When Frank Corrado, CPA, CFP®, RLP®, first met the team at Robertson Stephens, he wasn’t looking to join another firm. He and his son, Frankie Corrado, CFP®, RLP, and their
A Case Study on Family Practice
Read about how John Lau, CPA, CFP®, elevated his family-based practice by joining Robertson Stephens.
Partnering with a Family Practice
Hear directly from a father-son advisor team as they reveal the key advantages of joining our firm.
A Case Study on Retirement Plan Consulting
With Rick Tasker, GFS®, AIF®
For Advisors Who Specialize in Retirement Plan Consulting, Not All Firms Are Created Equal
For more than 30 years, Rick Tasker GFS®, AIF®, Managing Director and Principal at Robertson Stephens, has been singularly dedicated to helping ensure his clients achieve their retirement goals. That
Being a Retirement Plan Advisor
A conversation with Rick Tasker, GFS®, AIF®.