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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.

PublishesWeeklyEpisodes63Foundeda year ago
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InvestingBusiness

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Latest Episodes

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 Stanford Ponzi scheme to running ... more

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-year earnings filing deadline.... more

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 what's the catch?

They also ... more

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Reviews

5.0 out of 5 stars from 12 ratings
  • Super useful

    Our industry needed a regular and pithy podcast to cover the latest headlines. This show addresses that need perfectly.

    Apple Podcasts
    5
    CWM_KMM2001
    United Statesa year ago

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Which podcasts are similar to This Week in Wealth?

These podcasts share a similar audience with This Week in Wealth:

1. Talking Wealth
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. The Perfect RIA
5. The Compound and Friends

How many episodes of This Week in Wealth are there?

This Week in Wealth launched a year ago and published 63 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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