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Tony Sirianni with Steward Partners’ Jim Gold on Independent Firms Becoming the Future of the Advisory Business
AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold — CEO and Founding Partner of Steward Partners. The two discuss the M&A outlook, how we are facing a “crisis” when it comes to succession, what a hybrid RIA firm looks like now and in the future, moves to independent firms becoming demystified, and how firms of scale and capacity are growing faster.
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By Tony Sirianni
4.7
77 ratings
AdvisorHub’s CEO, Tony Sirianni talks with Jim Gold — CEO and Founding Partner of Steward Partners. The two discuss the M&A outlook, how we are facing a “crisis” when it comes to succession, what a hybrid RIA firm looks like now and in the future, moves to independent firms becoming demystified, and how firms of scale and capacity are growing faster.
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