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.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
