The most overlooked cost in a growing business isn't on the P&L. It's your time. How much of your week is spent on work that doesn't require you? #StrategicGrowth

What's driving investors away from AI stocks? Eric Beiley of Steward Partners joins Schwab Network to discuss market risks, the shift toward defensive sectors and opportunities in undervalued areas of the market. Watch: ow.ly/xALk51008TS

Steward Partners is heading to RIA Edge tomorrow! Scott Danner, EVP & Chief Growth Officer, will speak on “Making the Deal Work: Post-Merger Integration That Delivers.” Attending? Be sure to introduce yourself to Scott and say hello! #StewardPartners #RIAEdge

Monthly income from covered call ETFs may come with unexpected tax implications. Featured in CNBC, Aaron Brachman of Steward Partners explains why investors should understand the tax impact of return-of-capital distributions. Read more: ow.ly/wJQN50ZZmXO #StewardPartners

Tune in to Bloomberg TV this Wednesday! Steward Partners CEO Jim Gold joins Bloomberg Markets: The Close on October 21 to discuss the M&A wave reshaping wealth management. 📺 Watch live during the 4 PM ET hour (exact time TBD): ow.ly/wX7S50ZZ2Sl #StewardPartners

Steward Partners is headed to the Advisors to Watch Summit in NYC on October 21! 11:40 AM | Jeff Gonyo discusses succession planning and the industry's talent crisis. 1 PM | Greg Banasz moderates a panel on the state of the acquisition marketplace. #StewardPartners

You don't need a problem to ask bigger questions. "There was no big issue facing us at that point in time, but we thought it was a good time to stick our head up and look around." – Jack Elgin Sometimes the best time to explore is before you need to. #StrategicGrowth

Perspectives worth following. From industry insights to firm news and milestones, stay connected to the people and ideas shaping Steward Partners. Follow us for the latest! #StewardPartners #WealthManagement

Steward Partners’ Scott Danner takes the stage in Salt Lake City on October 20! Scott will open Day 1 with his keynote, “Ownership Shift Building Businesses That Become -Wealth Architecture,” exploring ownership, growth and enterprise value creation. #StewardPartners #Leadership

In the latest Barron’s Advisor Big Q, Jeff Gonyo, Head of Wealth Management at Steward Partners, shares why looking beyond net new advisory assets to net new revenue can help advisors understand business performance and identify growth opportunities - ow.ly/fpKm50ZWWc9

Culture is the strategy. Building a firm people want to join. In the latest Views from 6,230, Steward Partners’ Kirstie Eustace shares how our “built by us, for us” philosophy drives culture, shared ownership and growth. Watch: ow.ly/qKkU50ZWpeQ #StewardPartners

What would you change if you didn't have to start over? The best question may not be: "Should I leave?" It may be: "What could change without losing what already works?" #StrategicGrowth

Jeff Gonyo, Head of Wealth Management at Steward Partners, will join industry leaders at the Private Wealth US Fall Retreat for a panel on practice management and leadership in today’s evolving wealth landscape. #StewardPartners #WealthManagement #Leadership

Leah Schwarz of Perspective Wealth at Steward Partners recently spoke with Financial Planning about the financial pressures impacting retirement planning and how advisors can help clients stay focused on their long-term goals. Read more: ow.ly/crFq50ZV46R #StewardPartners

Paul Sarama of Steward Partners recently joined Schwab Network to discuss Treasury yields, interest rates and what the shifting market environment could mean for the technology and financial sectors. Watch the full interview: ow.ly/9hAR50ZUZua #StewardPartners

Brett Diamond, Wealth Manager at Park Cities Group at Steward Partners, recently spoke with InvestmentNews about taking a client-first approach to annuities and where they may fit within a broader financial plan. Read more: ow.ly/UOGb50ZUGaQ #StewardPartners #Annuities

Our 2026 Virtual Symposium kicks off today! Over the next four days, we’re bringing the Steward Partners community together for insights on markets, portfolio solutions, technology and more. Looking forward to a great week of learning! #StewardPartners #VirtualSymposium

We’re proud to share that three Steward Partners executives have been named finalists in the 2026 Wealth Management Industry Awards! CEO of the Year: Jim Gold CCO of the Year: Rob Guldner M&A Leader of the Year: Scott Danner Learn more: ow.ly/3IXr50ZU31m #StewardPartners

Another strong quarter of growth at Steward Partners! In Q3, we welcomed 6 advisor teams representing more than $2.2B in client assets - continuing our momentum and giving advisors more ways to grow, plan for succession and build what’s next. Read more: ow.ly/rfRM50ZTAAS

What still depends on you? The goal isn't to make you less important. It's to stop making you responsible for everything. What does your business still depend on you to do that it probably shouldn't? #StrategicGrowth #Leadership