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Hosted by Citywire · 🇺🇸 US · EN · 80 episodes
Established thought leaders with verified media credentials.
'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.
Citywire hosts This Week in Wealth, a business show with 80 episodes published.
Alex Steger, Ian Wenik and Andrew Foerch take a deep dive into Citywire’s annual 50 Growers Across America report. The trio discuss how they identified the fastest-growing RIAs in each state, and explore some specific fi
No summer slowdown here! First up, Franklin Templeton is in talks over a deal for AlTi Global, a publicly listed $90bn wealth manager that has been looking for a buyer for about a year now. Ian, Sam and Alex break down t
Ian, Andrew and Sam break down Citywire's latest scoop about long-short separately managed accounts, which have become one of the most popular new investing tools in the wealth management industry. Sam explains how he ob
Ian, Andrew and Sam analyze the recent round of layoffs to hit Commonwealth Financial Network's home office. Who was hit hardest and what do the cuts say about the state of its acquisition by LPL Financial? Plus, with Al
Three years after buying Focus Financial Partners, PE shop Clayton, Dubilier & Rice is pursuing a sale of a minority stake in the RIA financier. Ian, Andrew, Sam and Alex recap how we got here and explore who a prospecti
Ian, Andrew and Alex discuss the idea of a custodian taking minority stakes in RIAs. The same idea was discussed, at least at a conceptual level, by Fidelity in 2025, as Citywire exclusively reported. The team digs into
Morningstar CEO Kunal Kapoor joins This Week in Wealth for a special episode, recorded live at the Morningstar Investment Conference in Chicago on June 17. Ian, Alex, and Kunal discuss Morningstar’s relationship with RIA
Ian and Andrew host James Poer, the chief executive of $153bn Kestra Holdings, for an extended discussion on why his firm chose to have another go-round with its original private equity owner, the lessons he learned from
With Alex and Ian on the road, Andrew, Sam and Alec take over the pod to discuss the rollout of Charles Schwab’s new $5-per-account block trading fee, which has caused some understandable fretting among RIAs, as well as
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 n
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 o
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
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 W
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
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 dow
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 in
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 Sc
Via the magic of Citywire RIA’s new Deals Database, Alex, Ian, and Alec take a look at the most notable wealth management M&A of Q1. Who’s been busy buying? What have they bought? Which PE firms are driving the deals? An
Special guest Michael Batnick, the managing partner of Ritholtz Wealth Management (and a prodigious podcaster in his own right!), joins Ian and Alex to discuss the latest changes to Fidelity's lucrative Wealth Advisor So
Happy Opening Day! Ian and Citywire RIA reporter Peter Saalfield speak with ex-New York Yankee Kevin Thompson, now the CEO of 9i Capital Group and learn about how he went from seeing his advisor affected by the Allen Sta
Ric Edelman
Founder · Edelman Financial Services
1 appearance on this show
Barry Ritholtz
Co-founder, Chairman, and Chief Investment Officer · Ritholtz Wealth Management
1 appearance on this show
Nate Lenz
Concurrent Investment Advisors
1 appearance on this show
Rulla Nehme Pontarelli
Osaic
1 appearance on this show
Michael Batnick
Ritholtz Wealth Management
1 appearance on this show
Kevin Thompson
9i Capital Group
1 appearance on this show
Lawrence Lever
Citywire
1 appearance on this show
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This Week in Wealth is hosted by Citywire. The show is categorised under business (investing) and has published 80 episodes.
This Week in Wealth has published 80 episodes.
This Week in Wealth regularly covers business, investing. It sits in the business category, with a investing focus.
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