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Financial Planning

Adjusted for Risk: Who Owns Wealth Management?Adjusted for Risk: Who Owns Wealth Management?

Steward Partners' Jim Gold details the major trends in the industry, including the future of hybrid RIAs, the impact of private equity and concerns about succession planning.

Ryan Nauman, Market Strategist

May 29, 2024

In this fascinating and fun discussion, Steward Partners’ CEO, Jim Gold, discusses the major trends impacting the Wealth Management space, including the shift of ownership within wealth management. Jim also shares his insights about what hybrid RIAs will look like moving forward, the impact private equity has on M&A activity and concerns about succession planning.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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