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This Week in Wealth

Citywire

'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.

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Episodes

96 episodes

  1. Envestnet makes a $750m bet; is Claude a friend or threat? 25:14
  2. RIAs can't stop suing each other 24:11
  3. Breakaway business is booming 31:41
  4. Schwab takes its cut, Beacon Pointe powers up 29:01
  5. A rare look at Mercer's referrals, revenues and margins 22:30
  6. What Fidelity's AUM hike means for RIAs and rival custodians 24:31
  7. What Constellation looks for when buying RIAs 46:19
  8. ‘I didn't pay myself for all of 08 and 09’: How one RIA founder rode out the last big crash 32:08
  9. An RIA M&A juggernaut switches CEOs 21:19
  10. Can Claude change the game for RIAs? 17:11
  11. Decoding an RIA tech mega-merger 21:12
  12. AI comes for RIAs (in a good way!) 20:21
  13. Josh Brown: Financial advisors' steroid era is over 52:39
  14. Schwab takes its ball back (again) 30:26
  15. The Fastest-Growing RIAs in America 2026 23:01
  16. Franklin eyes $90bn wealth deal, Edelman has Prime’s number 24:15
  17. The long and short of it 19:22
  18. The layoff wave hits Commonwealth 25:11
  19. Focus narrows in on new investor 24:56
  20. Should custodians invest in RIAs? 26:00
  21. Morningstar CEO: Advisors face AI squeeze, PE funds must clean up fees 25:34
  22. An invitation to Kestra's second wedding 39:11
  23. The block (fee) is hot 27:03
  24. This Decade in Wealth 42:40
  25. Hightower and Summit Trail kick off a 'summer of scoops' 33:17
  26. Who might buy DFA? What's the state of advisor pay? 30:33
  27. ‘Backstabbing, blackmail and betrayal’: Inside a $14bn Tamp’s sensational suit 33:05
  28. Where hybrids are headed 36:33
  29. Bumps in the road 28:26
  30. What’s next for the original RIA aggregator? 26:24
  31. The winners and losers in advisor recruitment 26:12
  32. Who’s been busy buying RIAs? 27:59
  33. The Batnick breakdown 35:14
  34. Meet the ex-Yankee taking a swing at running his own RIA 35:24
  35. Commonwealth beats the SEC, no degree for the CFP? 23:04
  36. Edelman offers planners stock; RIAs hit by cyber shock 18:44
  37. The Americans are coming ... for British wealth managers 33:40
  38. 2 mega-RIAs, 2 very different deals 24:30
  39. Goldman goes long (and short) to win Fidelity biz, plus LPL and AlTi updates 30:08
  40. LPL brings the pain, Cerity Partners makes it rain 29:54
  41. Wealth management’s DeepSeek moment? 33:49
  42. Ritholtz sells shares to team, LPL’s retention dream, an RIA and an NHL team 28:24
  43. Sale fail won't derail Edelman's financial engine 22:36
  44. Hightower weighs pay changes, Cresset raises $300m 24:50
  45. SEC gives RIAs a late Christmas present 25:49
  46. Goldman giveth, Mercer ups minimums, will Blackstone buy an RIA? 30:18
  47. The most important RIA stories of 2025 39:12
  48. Cetera CEO talks RIAs, M&A and that Commonwealth letter 46:09
  49. The Robo Rapport 26:17
  50. It’s 2025. Do you know where your data is? 27:43