This Week in Wealth
- Business · Investing
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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.
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Recent episodes
- Schwab takes its cut, Beacon Pointe powers up
- A rare look at Mercer's referrals, revenues and margins
- What Fidelity's AUM hike means for RIAs and rival custodians
- What Constellation looks for when buying RIAs
- ‘I didn't pay myself for all of 08 and 09’: How one RIA founder rode out the last big crash
- An RIA M&A juggernaut switches CEOs
- Can Claude change the game for RIAs?
- Decoding an RIA tech mega-merger
- AI comes for RIAs (in a good way!)
- Josh Brown: Financial advisors' steroid era is over