Steward Partners Global Advisory has become one of the largest and fastest growing independent firms in the wealth management industry over the past several years. The firm has accelerated its growth through a unique blend of models for advisors—as well as ownership structure replicated by few other, if any, independent firms with more than 100 advisors.
In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Jim Gold, CEO and co-founder of Steward Partners Global Advisory, on the biggest drivers of growth within his business.
Specifically, Mark and Jim discuss:
- How Steward Partners’ value proposition differs from other RIA firms;
- How Steward Partners evaluates M&A and recruiting opportunities, both quantitatively and qualitatively;
- What fast-growing RIAs are doing differently to achieve accelerated organic growth; and
- How the RIA business has changed (and opportunities moving forward).