This Week in Wealth

Citywire
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'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.

  1. 5日前

    This Decade in Wealth

    Alex, Ian and Andrew celebrate Citywire's 10th anniversary of operating in the US with an extra-special news quiz covering the biggest stories we've written since Citywire RIA began publishing in 2018. How many can you name?

    43 分鐘

  2. 6月5日

    Hightower and Summit Trail kick off a 'summer of scoops'

    Alex, Ian and — live from New York! — Andrew discuss Citywire's recent scoops on Hightower pursuing a sale of a controlling stake and Summit Trail Advisors pursuing an outright sale, according to sources with knowledge of the situation. What do these kinds of deals mean for the RIA market? The team also checks in on a pair of million-dollar bets between Creative Planning CEO Peter Mallouk and "Shark Tank" star Mark Cuban.

    33 分鐘

  3. 5月29日

    Who might buy DFA? What's the state of advisor pay?

    Dimensional Fund Advisors is exploring a sale, sources told Citywire earlier in the week! But why now, who might buy it, and what would they get? These questions, and many more, are covered by Citywire editors Ian Wenik and Alex Steger in today’s episode of This Week in Wealth. They also take a deep dive into Citywire’s annual RIA Pay Report, which looks at advisor compensation from all angles, including job function, location, gender, and whether a firm has PE backing.

    31 分鐘

  4. 5月22日

    ‘Backstabbing, blackmail and betrayal’: Inside a $14bn Tamp’s sensational suit 

    Turnkey asset management program Matson Money is suing its former co-CEO, who is also the firm’s founder’s son-in-law, alleging that he tried to start a competing business using protected information. Sam Bojarski, Ian Wenik, and Alex Steger break down the sensational suit. The team also discusses The Mather Group’s pursuit of a new institutional investor and the Securities and Exchange Commission’s decision to drop its ‘gag rule’ in enforcement settlements.

    33 分鐘

  5. 5月15日

    Where hybrids are headed

    Alex Steger and Ian Wenik host Nate Lenz, the chief executive of $30bn Concurrent Investment Advisors, for a discussion about why his Tampa-based firm chose to break away from Raymond James, how it's begun pursuing both minority and majority acquisitions and — no, seriously — Columbia football.

    37 分鐘

  6. 5月8日

    Bumps in the road

    Alex, Ian and Alec discuss a relatively rocky week for some key players in the wealth management industry, starting with some indicators in LPL Financial's latest earnings report that its recruiting engine has slowed down amidst its battle to retain Commonwealth advisors. The trio also go over the recent spate of data breaches across a host of household names which have exposed thousands of clients' sensitive data.

    28 分鐘

  7. 5月1日

    What’s next for the original RIA aggregator?

    Ian, Sam, and Alex discuss the task ahead for Focus Financial Partners’ new CEO, Adam Birenbaum, who is charged with steering the firm through a cycle that goes beyond acquisition and consolidation. The team also digs into Merchant Investment Management’s latest capital raise, its second in less than two years, which is being led by PE shop Sixth Street. Plus, they have the skinny on possibly the most famous financial advisor in America today: Rulla Nehme Pontarelli, the Osaic-affiliated advisor who has landed a starring role on Bravo’s The Real Housewives of Rhode Island.

    26 分鐘

  8. 4月24日

    The winners and losers in advisor recruitment

    Some 11,000 advisors switched firms last year. But which companies suffered the biggest exits, and where did those advisors go? Ian and Alex have the answers. They also wrap up a series of new initiatives from Charles Schwab, plus Ian provides updates from a somewhat secret conference in San Francisco.

    26 分鐘
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關於

'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.

資料

  • 創作者
    Citywire
  • 活躍年份
    2025年 - 2026年
  • 單集
    73
  • 分級
    兒童適宜
  • 版權
    © Citywire
  • 節目網站
    This Week in Wealth

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