Steward Partners
Goldman’s Fledgling RIA Custody Biz Signs on Steward Partners–Sources
The bank’s nascent RIA custody unit reached an agreement to custody assets for Steward Partners, an independent firm previously associated only with Raymond James Financial Services, two sources with knowledge of the deal said.
Steward Hires $2.5 Million RBC Team in Colorado
Group of three advisors had been overseeing $350 million in client assets, they said.
First Republic Hires $2-Mln B. Riley Broker in NY, Steward Hires Wells VA Duo
First Republic’s hire is its first this year after scooping up eight teams in 2020 but marks an unusual recruit outside its typical Wall Street focus.
Steward Inks Deal for Umpqua Bank’s $3.4 Billion-Asset Wealth Business
The agreement, expected to close in the first quarter next year, will give Washington D.C.-based Steward its first outpost on the West Coast with 23 advisors generating $15 million in revenue.
Steward Hires Janney Manager in NJ, Merrill Nabs New Orleans Manager from UBS
Janney lost its New York City complex head to independent firm, Merrill gives UBS manager in Florida a broader role heading a Louisiana complex.
Independence Day: Six UBS Brokers in Three Regions Join Indie Firms
UBS brokers in Ohio, Florida and Maryland collectively managing about $850 million of client assets leave for firms affiliated with RayJay, Wells and Kestra.
Steward Signs $6 Million Indie Team, Largest Since Its Founding
Steward, which has recruited primarily from wirehouses, lures independent brokers from Advisor Group to its new “affiliate channel” with an alternate payout plan.
Veteran Wirehouse Executive Mulholland Joins Board of Independent Firm
The former head of Merrill Lynch and UBS Financial’s sales forces will now hawk the virtues of independence at Steward Partners.
Steward Partners’ Jim Gold – Coronacrash Update with Tony Sirianni
AdvisorHub’s Publisher & CEO — Tony Sirianni — asked executives from top firms their opinions on the dual management of…
Steward Hires Ex-Morgan Stanley Divisional Manager Kentfield
Douglas Kentfield, who left Morgan Stanley in 2014, will take on a newly created role as “head of wealth management” for the Raymond James-affiliated firm.
Independents Steward and Sanctuary Hire Brokers from Merrill, UBS
Austin duo overseeing $134 million leaves Merrill for Raymond James affiliate, while 16-year UBS executive stock specialist shifts to new Noyes unit in San Francisco.
