Bruce takes the pod solo with guest Jim Gold, CEO and co-founder at Steward Partners Global Advisory. They talk about the evolution of Gold's career that paved the path to Steward Partners Global Advisory. Jim addresses the firm's continued growth and the nuance of what it takes to sustain success.
Guest Bio:
Jim Gold serves as CEO and is a founding partner, board member and member of the executive leadership team at Steward Partners Global Advisory. Gold spent 18 years with Smith Barney and successor firms, beginning in 1995 as a financial adviser and held numerous management positions at the firm. Gold attended Stonehill College and currently lives in Northport, NY. He and his wife, Elizabeth, have four children Will, Conor, Kiera and Braedon.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
