Hosted by Citywire · 🇺🇸 US · EN · 74 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 74 episodes published.
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
Commonwealth reduced a $93m SEC penalty to just $5m. All it took was a seven-year legal battle and a new regime at the regulator. Plus, the CFP Board considers waiving its bachelor's degree requirement.
Ian and Alex discuss Edelman Financial Engines’ decision to award $175m in equity grants to its financial planners, the spate of lawsuits facing RIAs over client data breaches, and AlTi Global’s failure to meet its full-
Ian and Alex are joined by Citywire founder and chairman Lawrence Lever to discuss why US consolidators are looking across the pond to buy British wealth managers. These firms are cheap, compared to their US peers, so wh
Ian, Alec, and Alex discuss two divergent deals from two of the largest RIAs in the market. Wealth Enhancement enters the support services game with its deal for FocusPoint Solutions, while Hightower edges away from that
Ian and Alex discuss the sale, or not, of listed wealth manager AlTi Global (formerly known as Tiedemann), plus Goldman Sachs’ plans to offer long-short SMAs to its RIA custody clients—a move that just happens to coincid
Ian, Andrew and Alex discuss LPL Financial’s move to lay off 3% of its workforce, a story that broke in the same week that the firm’s stock sold off dramatically amid AI anxiety. They also dig into Cerity Partners’ $1bn
Wealth stocks sold off sharply this week, triggered by a new AI-powered tax planning tool from custodian Altruist. But what does the tool do? And what does the selloff portend – the end of wealth management as we know it
Alex
trained clinical counselor and child welfare social worker · JWA Management Consulting
3 appearances on this show
Ian
life-coach · ArrowFyre
3 appearances on this show
Kevin Thompson
PhD in Physics from Princeton, former NASA researcher · Impact and Legacy Collective
1 appearance on this show
Ric Edelman
Founder · Edelman Financial Services
1 appearance on this show
Alec
CMO · CapitolHillMedia.com
2 appearances on this show
Barry Ritholtz
Co-founder, Chairman, and Chief Investment Officer · Ritholtz Wealth Management
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 74 episodes.
This Week in Wealth has published 74 episodes.
This Week in Wealth regularly covers business, investing. It sits in the business category, with a investing focus.
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