Trending News: Wealth Management Invest: APL at InvestCloud’s Cheryl NashCITs Gain Ground in 401(k) Plans Amid Fee ConcernsDermatologists are begging you to stop peeling your sunburn — here’s what to do insteadUS has turned back 13 ships in blockade of Iran, Joint Chiefs chairman saysAdvisors Must Build Family Bonds To Retain WealthFederal authorities arrest 2 dozen Mexican Mafia members and associates in CaliforniaTrump’s Fed chair pick says he’ll maintain independence – but won’t say president lost 2020 electionDeals & Moves: Mariner Adds Teams With $500MMysterious "golden orb" found in deep sea in 2023 is finally identifiedUSF police seek help after 2 doctoral students from Bangladesh vanish in TampaHow AI Is Changing How People Find Financial AdvisorsTrump says he'll resurface Lincoln Memorial Reflecting Pool, turning it blueLeads From $10B Bank Firm Break Out to Form RIA Prairie ViewTrump likes a naval blockade. But Iran presents big differences from Venezuela and CubaU.S. forces board Iran-linked vessel amid tit-for-tat ship interdictionsSNAP benefits don’t pay for rotisserie chicken. A bipartisan bill might change thatRussians will surrender to robots. Russian robots won’t.Trump administration, Spirit Airlines in advanced bailout talks, sources say2026 NFL Draft first round order shows when your team will get their next picksWatch highlights of Artemis II’s return to EarthWinning numbers drawn in Wednesday’s PowerballThe Diamond Podcast for Advisors: Cresset’s Wen NottebohmHow LA28 Olympics ticket prices could be driven by bots, brokers and a big bill for the Summer GamesCorient Acquires $10.7B European Wealth ManagerAir Force presses for space-based radar despite AWACS loss in IranWATCH: The Gen-Z Debate with Harry Sisson and Isabel BrownDemocrats win in Virginia but it won’t be the final say in a national redistricting competitionSpace Force’s 2040 vision: a larger force to contend with larger Chinese, Russian threatsHouston changes ordinance limiting cooperation with ICE after pressure from governorEdelman Funds Rowan’s New School of Financial PlanningRents around the U.S. are growing more slowly than they have in yearsUnderstanding DOL’s Proposed Rule On Fiduciary DutiesHere’s everything you should have in your hiking emergency kit (yes, you should bring one)The Gates Foundation is reviewing its Epstein ties as released emails raise questions for fundersDeVoe: RIA Deals Become More Concentrated at the Top in Q1Meta failed to protect social media users from scam ads, lawsuit allegesKevin Warsh: Trump’s ideal choice to push Fed to cut interest ratesTIFIN Revamps AI Platform for Wealth Managers2 University of South Florida doctoral students missing, authorities sayMan who swiped Noem’s purse in a DC restaurant is sentenced to 3 years in prisonBeneath Trump’s ballroom legal case: A brief history of the White House bunkerRIA Edge Nashville: Why to Plan Succession 5-7 Years OutThe insider trading suspicions looming over Trump’s presidencyAsian shares are mixed and oil prices little changed as investors watch for US-Iran talksLeading candidates to square off in TV debate at critical point in California governor’s raceLeavitt says Trump wants "unified proposal" from Iranian negotiators amid "internal division"New report ranks the cleanest and most polluted U.S. citiesDOJ charges Southern Poverty Law Center with fraudArmy names its first tiltrotor aircraft: Cheyenne IIIt's not just gasoline. Iran war could drive prices higher for many products.Are Korean sunscreens better than American ones? Here’s what dermatologists say you should knowUS must adjust to Iran’s use of commercial satellite photos, Space Command saysDOJ watchdog releases report on origins of Russia investigationStop chafing in its track this summer with these editor-tested, anti-chafing favoritesGoldman Sachs Files for Bitcoin ETF With Income StrategyMexico investigating after CIA employees die in crash following drug lab raidGeorgia troopers fired over alleged practice of seeking insurance payouts after chasesMorgan Stanley CEO Highlights Private Credit Growth PotentialFlu vaccine no longer mandated for US troops, Hegseth saysMcKinsey: Wealth Management Is Victim of ‘SaaSpocalypse’Charitable Giving Strategies for Newly Wealthy ClientsiCapital, Envestnet Expand UMA Access for AlternativesAlmost half of U.S. exposed to unhealthy levels of air pollution: ReportJPMorgan, Wells Fargo, Citigroup See Wealth Revenue GrowthThe special bond shared by 3 of the Holocaust's youngest survivorsThe spin shoes you wear can completely change the feel of your ride — these are the top picks, according to instructors8 children killed in shooting in Louisiana as father targets his familyUS military pushes for boost in 2027 spending on drones and air defenses used in Iran warOil prices rise and markets fall after US seizure of ship hits Iran peace deal hopes6 missing after U.S.-flagged ship found overturned following typhoonLawmakers weigh sanctions for Democratic Rep. Sheila Cherfilus-McCormick of FloridaUS Congress temporarily extends Fisa. What does foreign intelligence law do?South Florida man released from "Alligator Alcatraz" describes conditions insideWinning numbers drawn in Monday’s PowerballVirginia voters deciding on redistricting plan that could boost Democrats’ seats in CongressOrbán’s loss won’t stop Russian influence campaigns, but it shows they’re beatable4/20: The Takeout with Major GarrettUber found liable for actions of driver who grabbed passenger's inner thighUS seizes Iranian-flagged ship that tried to pass strait of Hormuz blockade – videoHegseth scraps mandatory flu shots for troopsMeet the 2026 National Teacher of the YearFBI investigating deaths, disappearances of staff at government labsThird person dies after Atlanta-area shootings by Navy veteran, police sayVictoria Beckham ties up with Gap as retailer hopes luxe push will drive comebackWhat we know about Anna Kepner, the cheerleader who died on a cruiseRIA Edge Nashville: Navigating AI in Wealth ManagementUber driver fraud leads to proposed California state legislation seeking protection from identity theftSupreme Court will hear from religious preschools challenging exclusion from taxpayer-funded program13 Investment Must Reads For This Week (April 14, 2026)Mars rover carries out chemistry experiment never done beyond EarthHightower Nearing Launch of Centralized Advisor PlatformWildfire survivors who lost their homes could face another blow from taxes on settlement payoutsRIA Edge Podcast: Verum Partners’ Oliver CrossDemocrats demand Trump admin. halt plan to collect federal workers' health data6 crew missing after overturned ship that disappeared after typhoon is foundPut nuclear reactors in space within a few years, White House tells PentagonDiversified Portfolios Outperform 60/40 Model in 2025Some D4vd concert dates canceled as police investigate death of teen girl found in singer's TeslaTim Cook to step down as Apple CEO, with John Ternus tapped as successorWith no end in sight to their deployment, National Guard troops roam Washington
Fri. Apr 24th, 2026
Trending News: Wealth Management Invest: APL at InvestCloud’s Cheryl NashCITs Gain Ground in 401(k) Plans Amid Fee ConcernsDermatologists are begging you to stop peeling your sunburn — here’s what to do insteadUS has turned back 13 ships in blockade of Iran, Joint Chiefs chairman saysAdvisors Must Build Family Bonds To Retain WealthFederal authorities arrest 2 dozen Mexican Mafia members and associates in CaliforniaTrump’s Fed chair pick says he’ll maintain independence – but won’t say president lost 2020 electionDeals & Moves: Mariner Adds Teams With $500MMysterious "golden orb" found in deep sea in 2023 is finally identifiedUSF police seek help after 2 doctoral students from Bangladesh vanish in TampaHow AI Is Changing How People Find Financial AdvisorsTrump says he'll resurface Lincoln Memorial Reflecting Pool, turning it blueLeads From $10B Bank Firm Break Out to Form RIA Prairie ViewTrump likes a naval blockade. But Iran presents big differences from Venezuela and CubaU.S. forces board Iran-linked vessel amid tit-for-tat ship interdictionsSNAP benefits don’t pay for rotisserie chicken. A bipartisan bill might change thatRussians will surrender to robots. Russian robots won’t.Trump administration, Spirit Airlines in advanced bailout talks, sources say2026 NFL Draft first round order shows when your team will get their next picksWatch highlights of Artemis II’s return to EarthWinning numbers drawn in Wednesday’s PowerballThe Diamond Podcast for Advisors: Cresset’s Wen NottebohmHow LA28 Olympics ticket prices could be driven by bots, brokers and a big bill for the Summer GamesCorient Acquires $10.7B European Wealth ManagerAir Force presses for space-based radar despite AWACS loss in IranWATCH: The Gen-Z Debate with Harry Sisson and Isabel BrownDemocrats win in Virginia but it won’t be the final say in a national redistricting competitionSpace Force’s 2040 vision: a larger force to contend with larger Chinese, Russian threatsHouston changes ordinance limiting cooperation with ICE after pressure from governorEdelman Funds Rowan’s New School of Financial PlanningRents around the U.S. are growing more slowly than they have in yearsUnderstanding DOL’s Proposed Rule On Fiduciary DutiesHere’s everything you should have in your hiking emergency kit (yes, you should bring one)The Gates Foundation is reviewing its Epstein ties as released emails raise questions for fundersDeVoe: RIA Deals Become More Concentrated at the Top in Q1Meta failed to protect social media users from scam ads, lawsuit allegesKevin Warsh: Trump’s ideal choice to push Fed to cut interest ratesTIFIN Revamps AI Platform for Wealth Managers2 University of South Florida doctoral students missing, authorities sayMan who swiped Noem’s purse in a DC restaurant is sentenced to 3 years in prisonBeneath Trump’s ballroom legal case: A brief history of the White House bunkerRIA Edge Nashville: Why to Plan Succession 5-7 Years OutThe insider trading suspicions looming over Trump’s presidencyAsian shares are mixed and oil prices little changed as investors watch for US-Iran talksLeading candidates to square off in TV debate at critical point in California governor’s raceLeavitt says Trump wants "unified proposal" from Iranian negotiators amid "internal division"New report ranks the cleanest and most polluted U.S. citiesDOJ charges Southern Poverty Law Center with fraudArmy names its first tiltrotor aircraft: Cheyenne IIIt's not just gasoline. Iran war could drive prices higher for many products.Are Korean sunscreens better than American ones? Here’s what dermatologists say you should knowUS must adjust to Iran’s use of commercial satellite photos, Space Command saysDOJ watchdog releases report on origins of Russia investigationStop chafing in its track this summer with these editor-tested, anti-chafing favoritesGoldman Sachs Files for Bitcoin ETF With Income StrategyMexico investigating after CIA employees die in crash following drug lab raidGeorgia troopers fired over alleged practice of seeking insurance payouts after chasesMorgan Stanley CEO Highlights Private Credit Growth PotentialFlu vaccine no longer mandated for US troops, Hegseth saysMcKinsey: Wealth Management Is Victim of ‘SaaSpocalypse’Charitable Giving Strategies for Newly Wealthy ClientsiCapital, Envestnet Expand UMA Access for AlternativesAlmost half of U.S. exposed to unhealthy levels of air pollution: ReportJPMorgan, Wells Fargo, Citigroup See Wealth Revenue GrowthThe special bond shared by 3 of the Holocaust's youngest survivorsThe spin shoes you wear can completely change the feel of your ride — these are the top picks, according to instructors8 children killed in shooting in Louisiana as father targets his familyUS military pushes for boost in 2027 spending on drones and air defenses used in Iran warOil prices rise and markets fall after US seizure of ship hits Iran peace deal hopes6 missing after U.S.-flagged ship found overturned following typhoonLawmakers weigh sanctions for Democratic Rep. Sheila Cherfilus-McCormick of FloridaUS Congress temporarily extends Fisa. What does foreign intelligence law do?South Florida man released from "Alligator Alcatraz" describes conditions insideWinning numbers drawn in Monday’s PowerballVirginia voters deciding on redistricting plan that could boost Democrats’ seats in CongressOrbán’s loss won’t stop Russian influence campaigns, but it shows they’re beatable4/20: The Takeout with Major GarrettUber found liable for actions of driver who grabbed passenger's inner thighUS seizes Iranian-flagged ship that tried to pass strait of Hormuz blockade – videoHegseth scraps mandatory flu shots for troopsMeet the 2026 National Teacher of the YearFBI investigating deaths, disappearances of staff at government labsThird person dies after Atlanta-area shootings by Navy veteran, police sayVictoria Beckham ties up with Gap as retailer hopes luxe push will drive comebackWhat we know about Anna Kepner, the cheerleader who died on a cruiseRIA Edge Nashville: Navigating AI in Wealth ManagementUber driver fraud leads to proposed California state legislation seeking protection from identity theftSupreme Court will hear from religious preschools challenging exclusion from taxpayer-funded program13 Investment Must Reads For This Week (April 14, 2026)Mars rover carries out chemistry experiment never done beyond EarthHightower Nearing Launch of Centralized Advisor PlatformWildfire survivors who lost their homes could face another blow from taxes on settlement payoutsRIA Edge Podcast: Verum Partners’ Oliver CrossDemocrats demand Trump admin. halt plan to collect federal workers' health data6 crew missing after overturned ship that disappeared after typhoon is foundPut nuclear reactors in space within a few years, White House tells PentagonDiversified Portfolios Outperform 60/40 Model in 2025Some D4vd concert dates canceled as police investigate death of teen girl found in singer's TeslaTim Cook to step down as Apple CEO, with John Ternus tapped as successorWith no end in sight to their deployment, National Guard troops roam Washington
Fri. Apr 24th, 2026

Bridges to Independence: A Talk With Steward Partners


In this episode of Zephyr’s Adjusted for Risk Podcast, hosted by Ryan Nauman, we are live from Wealth Management Edge. Ryan is joined by Jeff Gonyo, Head of Wealth Management, and Mohan Gurupackiam, Chief Information Officer, both from Steward Partners. They discuss the rapid trend of financial advisors moving to independent practices and the vital role technology plays in this transition. The conversation delves into the integration and optimization of technology stacks, the challenges and opportunities presented by AI, and the importance of operational efficiencies in alternative investing. Additionally, they touch upon the significance of the great wealth transfer and how tech can drive organic growth and help advisors manage their practices more efficiently. Tune in for insights on building a sustainable and successful financial advisory practice.

Connect with Zephyr:
LinkedIn: Zephyr Financial Solutions
YouTube: Zephyr Financial Technology

Connect with Ryan Nauman:
LinkedIn: Ryan Nauman
X: Ryan Nauman

Learn more about Steward Partners here.

00:00 Introduction to Adjusted for Risk Podcast
00:41 The Shift to Independent Advisors
01:18 Meet the Guests: Jeff and Mohan from Steward Partners
03:00 The Role of Technology in Wealth Management
05:21 Operational Steps for Alternative Investing
09:36 Creating a Sustainable Financial Practice
12:08 The Importance of a Robust Tech Stack
14:52 Leveraging AI for Growth and Efficiency
23:22 Final Thoughts and Where to Learn More

Related:Zephyr’s Adjusted for Risk: The Road to Independence – Key Strategies for Financial Advisors





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