This Week in Wealth

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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. 6 DAYS AGO

    Ritholtz sells shares to team, LPL’s retention dream, an RIA and an NHL team

    Ian, Alec and Alex discuss Barry Ritholtz, co-founder of $7.6bn Ritholtz Wealth Management, selling a portion of his stake in the New York City-based RIA to its employees as part of a planned internal succession. They also check in on LPL’s efforts to retain Commonwealth advisors following last year’s $2.7bn deal. And have the lowdown on $2.1bn RIA First Long Island Investors pursuing a sale, including the firm's financials and its founder’s past as an owner of the New York Islanders.

    28 min

  2. 30 JAN

    Sale fail won't derail Edelman's financial engine

    Ian, Alec and Alex discuss the outlook for mega-RIA Edelman Financial Engines under new CEO Ralph Haberli and the repercussions of last year’s failed sale. They also analyze a change at the top of Pershing and what this might mean for the platform in an increasingly competitive custodian market.

    23 min

  3. 23 JAN

    Hightower weighs pay changes, Cresset raises $300m

    It has been a busy year for Hightower Signature Wealth. The business hit $21bn after merging in five new firms, is weighing a change to the way its advisors get paid and saw its head of succession planning depart. And we’re still in January! Ian, Sam and Alex dig into the details. They also discuss Ian’s scoop on Cresset raising $300m and explore the SEC’s latest piece of guidance on its marketing rule.

    25 min

  4. 16 JAN

    SEC gives RIAs a late Christmas present

    The regulator kicked off 2026 by proposing to raise its threshold for what constitutes a small advisory firm to $1bn in AUM, up from $25m. It’s a move that could affect more than 70% of RIAs, have an impact on the way future rules are written, and save advisors time and money. This Week in Wealth breaks down the details. Plus, there are two big deals to discuss.

    26 min

  5. 9 JAN

    Goldman giveth, Mercer ups minimums, will Blackstone buy an RIA?

    Ian, Andrew and Alex are back for the first This Week in Wealth episode of 2026. And despite the year only being days old, there has been no shortage of big RIA news. The team discusses Andrew’s scoop on Goldman Sachs’ plans to refer clients of its Ayco executive financial counseling division out to independent wealth managers. Two of the country’s largest wealth managers have already signed up, but questions remain about how it will work. We also go deep on mega-RIA Mercer Advisors’ decision to raise fees by 50% for some of its smaller-dollar clients. Finally, it would not be an early 2026 podcast without some predictions. Happy new year!

    30 min

  6. 19/12/2025

    The most important RIA stories of 2025

    We have a quiz! Play along at home! It's a fun, if occasionally labored, way of covering the most consequential stories in US wealth management from the last year. How many can you remember and what will their impact be? Alex, Ian and Andrew discuss. On the topic of massive news, the team also breaks down one last big deal — Corient's approach for $89bn AlTi Global. This is our final episode of 2025, thank you all for listening. This Week in Wealth will return in 2026. Happy holidays!

    39 min

  7. 12/12/2025

    Cetera CEO talks RIAs, M&A and that Commonwealth letter

    For our penultimate episode of 2025, This Week in Wealth is joined by Cetera Financial Group CEO Mike Durbin, who discusses everything from the firm’s efforts to recruit Commonwealth advisors to the importance of M&A for growth. In both instances, it’s a case of watch this space! He also explains why the firm is not solely focused on the RIA model and shares the pressures that keep him on his toes.

    46 min

  8. 05/12/2025

    The Robo Rapport

    When robo-advisors first arrived, they were supposed to be an existential threat to the traditional wealth management industry. But It didn't quite work out that way. Alex, Ian and Alec discuss a few timely events in the robo business, as two of the sector's biggest businesses — Wealthfront and Betterment — pursue an IPO and raise fees on their smallest clients, respectively.

    26 min
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About

'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.

Information

  • Creator
    Citywire
  • Years Active
    2025 - 2026
  • Episodes
    55
  • Rating
    Clean
  • Copyright
    © Citywire
  • Show Website
    This Week in Wealth

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