The uphill journey to Steward Partners Global Advisory’s continued success

Episode 107

Episode Notes

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.

Recent episodes
  • Episode 190
  • Jul 11, 2025

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews

Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews
  • Episode 189
  • Jun 26, 2025

"We're on the precipice of the Fourth Industrial Revolution"

Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.

"We're on the precipice of the Fourth Industrial Revolution"
  • Episode 188
  • Jun 13, 2025

Twists, turns and drama: Exploring the aftermath of the LPL-Commonwealth deal

Bruce sits down with InvestmentNews colleague James Burton to dig into the post-acquisition stories of anger, surprise, and recruitment pitches..

Twists, turns and drama: Exploring the aftermath of the LPL-Commonwealth deal
  • Episode 187
  • May 06, 2025

A front-row seat to the independent revolution

Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.

A front-row seat to the independent revolution