{"id":764466,"date":"2026-06-27T10:10:35","date_gmt":"2026-06-27T10:10:35","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/764466\/"},"modified":"2026-06-27T10:10:35","modified_gmt":"2026-06-27T10:10:35","slug":"steward-partners-ceo-on-culture-ai-and-the-road-to-100b","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/764466\/","title":{"rendered":"Steward Partners CEO on Culture, AI and the Road to $100B"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Recorded on location at the Steward Symposium, host Ryan Nauman welcomes Jim Gold, CEO of Steward Partners, to discuss the rapid evolution of wealth management and how Steward is positioning itself to lead. Gold shares his background from Smith Barney and Morgan Stanley Smith Barney and explains Steward\u2019s execution-focused growth, describing \u201cunstoppable\u201d momentum and a culture built on respect, responsiveness, partner voice, and broad equity ownership. He outlines Steward\u2019s differentiated M&amp;A approach centered on \u201csell and stay,\u201d multi-generational teams, and preserving advisor identity rather than forcing short contracts or major changes. Gold describes the advisor of the future as more planning- and relationship-focused, highlights AI as both the biggest opportunity and key competitive risk, and reiterates the value of independence and fiduciary alignment for clients. He closes with Steward\u2019s ambition to reach $100B in assets and notes significant recent asset growth. <\/p>\n<p>Learn more about Zephyr <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" rel=\"noreferrer nofollow noopener\" target=\"_blank\" href=\"https:\/\/informaconnect.com\/zephyr\/?utm_medium=Content&amp;utm_source=Content_Podcast&amp;utm_campaign=WM_Adjusted_for_Risk_&amp;utm_content=WM_Adjusted_for_Risk\">here<\/a>. \u00a0<br \/>Learn more about Steward Partners <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" rel=\"noreferrer nofollow\" target=\"_blank\" href=\"https:\/\/www.stewardpartners.com \">here<\/a>. <\/p>\n<p>00:00 Welcome and Disclosures <br \/>00:40 Steward Symposium Setup <br \/>01:32 Meet Jim Gold <br \/>01:57 Steward Origin Story <br \/>02:53 Building Something Different <br \/>04:01 Unstoppable Culture <br \/>06:03 Scaling Without Losing Culture <br \/>07:25 Staying Competitive With M&amp;A <br \/>10:06 Protecting Culture as You Grow <br \/>12:30 Advisor of the Future <br \/>15:15 AI Risks and Opportunities <br \/>17:58 Recruiting Top Talent <br \/>20:08 Why Independence Matters <br \/>22:12 Lessons and Five Year Vision <br \/>24:11 Closing Thanks and Where to Listen <\/p>\n<p>Connect with Ryan Nauman: <br \/><a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" rel=\"noreferrer nofollow noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/ryannauman1\/\">LinkedIn<\/a> <br \/><a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" rel=\"noreferrer nofollow noopener\" target=\"_blank\" href=\"https:\/\/twitter.com\/LkTahoeBadger\">X<\/a><\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/cetera-acquires-tennessee-ria-bluespring-closes-sixth-deal\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Deals &amp; Moves: Cetera Acquires $300M Tennessee RIA<\/a><\/p>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"Recorded on location at the Steward Symposium, host Ryan Nauman welcomes Jim Gold, CEO of Steward Partners, to&hellip;\n","protected":false},"author":2,"featured_media":764467,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[45,49,48,133,131,132],"class_list":["post-764466","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-ca","tag-canada","tag-finance","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/764466","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=764466"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/764466\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/764467"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=764466"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=764466"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=764466"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}