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Articles tagged "Steward Partners"


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William Cerynik: We took a gamble ... [but Goldman is doing] what TD Ameritrade did, but for a different segment.

An RIA 'gambled' on Goldman Sachs to custody client assets because he saw folksy TD Ameritrade-like service wrapped inside a gold standard brand -- with no lane swerves

Ashton Thomas, which manages $2 billion, has tried every custodian, and finds Goldman, ironically, may have the least channel conflict for RIAs because they 'know their lane'

July 15, 2023 at 1:40 AM

Gregory Banasz: Goldman's RIA custodian will officially launch in 2023.

Pershing wins $27-billion Steward Partners RIA custody account after Goldman Sachs boots launch and pressure built for an alternative to 'jilted' Raymond James

Goldman's effort to capitalize on No. 3 TD Ameritrade's absence, starting with (among others) Steward, is for now going to the actual new No. 3, BNY Mellon's Pershing

October 4, 2022 at 10:35 PM

James Gold: We all know that capital tends to dry up. We’re fully capitalized and ready to go.

After hockey-stick 2019 AUA growth, and a half-pivot to 1099 model, Steward Partners gets first $50 million of external capital

The Raymond James-backed roll-up spikes from $5 billion to $13 billion and gets more of an IBD model tacked on and the co-founders move past a legal dispute for now

November 19, 2019 at 4:24 AM

Greg Fleming is setting the bar high.

Recruiters salivate as Greg Fleming completes marriage to Rockefeller & Co. to fill 'HighTower' void but now begins the wait for a business model

The Morgan Stanley ex-head sees 500% assets growth to $100 billion AUA by 2023 as critics see old branding, old money, old technology and old recruiting challenges

March 9, 2018 at 11:03 PM

Mike Maurer: We've coached their kids in little league and gone to weddings and funerals with them.

How Ex-Morgan Stanley powers are rolling up ex-colleagues and how big Raymond James cash fits into the picture

Steward Partners Global Advisory will custody all its assets at RJ but won't have to foot the bill for signing bonuses

May 12, 2014 at 6:06 AM

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