How Steward Is Managing Growth Through M&A, Closing 1099 Model to New Advisors

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Steward Partners’ decision to end the 1099 model for incoming advisors was born from the firm’s need to “manage the growth” it’s seeing through its W-2 channel and its burgeoning M&A business. In an interview at WealthManagement.com’s New York City office, Steward Partners Head of Legacy (the firm’s M&A division) Scott Danner and Chief Marketing Officer Greg Banasz stressed that Steward’ ...