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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.
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Signup to Generate a PitchThis Week in Wealth is a business podcast hosted by Citywire, with 80 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Citywire hosts This Week in Wealth, a business show with 80 episodes published.
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Episode #0
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 firms' growth strategies, which range from VIP fishing trips to reeling in clients via LLMs. To read the report in full, click here.
Episode #0
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 the story, discussing why Franklin is keen to expand its wealth business and why AlTi wants to return to private hands, having endured a tricky time on the public markets. But that’s not all! The team also gets into the weeds of the settlement between Edelman Financial Engines and Prime Capital, which brought an end to a months-long legal saga over advisor hiring and client solicitation. They explore which firm won and what it might mean for the wider industry.
Episode #0
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 obtained documents which show how various RIA custodians assess and treat AQR's long-short strategies, plus the team discusses a pair of new major M&A processes getting underway.
Episode #0
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 Alex out, the trio discusses Charles Schwab's in-house wealth business and how it's bumping up against RIAs and LPL's deal to buy one of its largest affiliates ... and maybe a certain hit movie, too.
Episode #0
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 prospective buyer could be. The team also discusses Corient's update to a Form ADV after the $500bn RIA erroneously told regulators it was offering its advisors incentives to allocate client assets to alternative investments. And they have the skinny on a class action lawsuit against Betterment alleging that the robo-advisor offered a cash sweep program that breached its fiduciary obligations to clients.
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