• RIA Edge Podcast: Redefining Growth in Wealth Management

  • Feb 11 2025
  • Length: 32 mins
  • Podcast

RIA Edge Podcast: Redefining Growth in Wealth Management

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  • Summary

  • David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firm’s growth trajectory. Steward Partners, originally founded by wirehouse breakaways, has cultivated a unique approach by tapping experienced advisors with the independence of RIAs. With over $40 billion in assets, Jim shares insights into their robust M&A strategy and the importance of succession …

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