Tune in to Bloomberg TV this Wednesday!
Steward Partners CEO Jim Gold joins Bloomberg Markets: The Close on October 21 to discuss the M&A wave reshaping wealth management.
📺 Watch live during the 4 PM ET hour (exact time TBD): ow.ly/wX7S50ZZ2Sl
#StewardPartners
Steward Partners is headed to the Advisors to Watch Summit in NYC on October 21!
11:40 AM | Jeff Gonyo discusses succession planning and the industry's talent crisis.
1 PM | Greg Banasz moderates a panel on the state of the acquisition marketplace.
#StewardPartners
You don't need a problem to ask bigger questions.
"There was no big issue facing us at that point in time, but we thought it was a good time to stick our head up and look around." – Jack Elgin
Sometimes the best time to explore is before you need to.
#StrategicGrowth
Perspectives worth following.
From industry insights to firm news and milestones, stay connected to the people and ideas shaping Steward Partners.
Follow us for the latest!
#StewardPartners #WealthManagement
Steward Partners’ Scott Danner takes the stage in Salt Lake City on October 20! Scott will open Day 1 with his keynote, “Ownership Shift Building Businesses That Become -Wealth Architecture,” exploring ownership, growth and enterprise value creation.
#StewardPartners #Leadership
In the latest Barron’s Advisor Big Q, Jeff Gonyo, Head of Wealth Management at Steward Partners, shares why looking beyond net new advisory assets to net new revenue can help advisors understand business performance and identify growth opportunities - ow.ly/fpKm50ZWWc9
Culture is the strategy. Building a firm people want to join.
In the latest Views from 6,230, Steward Partners’ Kirstie Eustace shares how our “built by us, for us” philosophy drives culture, shared ownership and growth.
Watch: ow.ly/qKkU50ZWpeQ
#StewardPartners
What would you change if you didn't have to start over?
The best question may not be:
"Should I leave?"
It may be:
"What could change without losing what already works?"
#StrategicGrowth
Jeff Gonyo, Head of Wealth Management at Steward Partners, will join industry leaders at the Private Wealth US Fall Retreat for a panel on practice management and leadership in today’s evolving wealth landscape.
#StewardPartners #WealthManagement #Leadership
Leah Schwarz of Perspective Wealth at Steward Partners recently spoke with Financial Planning about the financial pressures impacting retirement planning and how advisors can help clients stay focused on their long-term goals.
Read more: ow.ly/crFq50ZV46R
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Paul Sarama of Steward Partners recently joined Schwab Network to discuss Treasury yields, interest rates and what the shifting market environment could mean for the technology and financial sectors.
Watch the full interview: ow.ly/9hAR50ZUZua
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Brett Diamond, Wealth Manager at Park Cities Group at Steward Partners, recently spoke with InvestmentNews about taking a client-first approach to annuities and where they may fit within a broader financial plan.
Read more: ow.ly/UOGb50ZUGaQ
#StewardPartners #Annuities
Our 2026 Virtual Symposium kicks off today!
Over the next four days, we’re bringing the Steward Partners community together for insights on markets, portfolio solutions, technology and more.
Looking forward to a great week of learning!
#StewardPartners #VirtualSymposium
We’re proud to share that three Steward Partners executives have been named finalists in the 2026 Wealth Management Industry Awards!
CEO of the Year: Jim Gold
CCO of the Year: Rob Guldner
M&A Leader of the Year: Scott Danner
Learn more: ow.ly/3IXr50ZU31m
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Another strong quarter of growth at Steward Partners! In Q3, we welcomed 6 advisor teams representing more than $2.2B in client assets - continuing our momentum and giving advisors more ways to grow, plan for succession and build what’s next.
Read more: ow.ly/rfRM50ZTAAS
What still depends on you?
The goal isn't to make you less important.
It's to stop making you responsible for everything.
What does your business still depend on you to do that it probably shouldn't?
#StrategicGrowth #Leadership
Newton Jones of Zizmer-Jones Private Wealth Management Group at Steward Partners recently spoke with Reuters about today’s market environment, from high earnings expectations to persistent inflation and Fed policy.
Read more of Newton’s perspective.ow.ly/24Ep50ZSKBz
We’re excited to welcome American Financial Advisors to Steward Partners! The team brings a shared commitment to serving clients, building lasting relationships and growing a strong business.
#StewardPartners #WealthManagement #FinancialAdvisors #AdvisorGrowth #WeArePartners
Faiza Kedir, Managing Director and Wealth Manager at Steward Partners, joined WWSB’s Empowering Voices to discuss Social Security and planning for retirement.
Watch the conversation to hear Faiza’s perspective: ow.ly/6wJS50ZR3nt
#StewardPartners #RetirementPlanning
What should advisors know before considering an M&A transaction?
This Friday, Jason Bourgo joins the DeVoe M&A+ Succession Summit to discuss what RIAs should know before going to market - from positioning their business to evaluating potential partners.
#StewardPartners #RIA


















