Bruce takes the pod solo with guest Jim Gold, CEO and co-founder at Steward Partners Global Advisory. They talk about the evolution of Gold's career that paved the path to Steward Partners Global Advisory. Jim addresses the firm's continued growth and the nuance of what it takes to sustain success.
Guest Bio:
Jim Gold serves as CEO and is a founding partner, board member and member of the executive leadership team at Steward Partners Global Advisory. Gold spent 18 years with Smith Barney and successor firms, beginning in 1995 as a financial adviser and held numerous management positions at the firm. Gold attended Stonehill College and currently lives in Northport, NY. He and his wife, Elizabeth, have four children Will, Conor, Kiera and Braedon.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
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