Adjusted for Risk: Who Owns Wealth Management? [Video]

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.

Learn more about Zephyr

Learn more about Steward Partners