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RIA Edge Podcast: Jim Gold on Breaking the Mold in the RIA BusinessRIA Edge Podcast: Jim Gold on Breaking the Mold in the RIA Business

The co-founder and CEO of Steward Partners discusses the biggest drivers of growth in his firm.

Mark Bruno, Managing Director, Wealth Management

August 4, 2022

 

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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).

Listen to the RIA Edge Podcast

About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.