Jim Gold and Scott Danner, Steward Partners' Chief Executive Officer and Legacy Division Head respectively, were among the 100 industry leaders named in 2024's 'Hot List.' Gold and Danner's ...
Scott shares some great tips on how to enhance the value of your investment advisory practice and the challenges financial advisors face when looking to sell their practice or merge with another one.
Gold and Danner's inclusion in the annual list acknowledging excellence in the financial services field reflects their professionalism and commitment to generating first-rate client outcomes ...