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.
| Publishes | Weekly | Episodes | 86 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Ian and Alex fire up the transatlantic telegraph cable to break down Envestnet’s deal for Vestmark (news that Citywire RIA readers saw before anyone else). They also discuss New York City-based RIA Savvy Wealth raising $100m via a Series C funding ro... more
Artificial intelligence company Anthropic is creating a menu of wealth managers to service its employees following its initial public offering later this year, which could be a huge boon to any RIA that makes the list.
Ian unpacks his scoop, explain... more
Ritholtz Wealth Management CEO Josh Brown joins Ian and Alex to discuss his take that the ‘steroid era’ is over for advisors. He argues advisors who have based their growth on rankings, low rates, and referrals (from custodians) are in for a rude awa... more
For the second time in a year, Charles Schwab is more than doubling the AUM threshold at which it will refer brokerage clients to RIAs in its lucrative Schwab Advisor Network. Ian Wenik and Alex Steger are joined by a scoop of reporters to unpack one... more
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Our industry needed a regular and pithy podcast to cover the latest headlines. This show addresses that need perfectly.
Apple Podcasts5CWM_KMM2001
United States2 years ago
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Frequently Asked Questions About This Week in Wealth
What is This Week in Wealth about and what kind of topics does it cover?
The show consistently analyzes the U.S. wealth-management landscape through a practitioner lens, with a focus on RIAs, broker-dealers, and platform ecosystems. Episodes frequently dissect deal activity, mergers and acquisitions, custody dynamics, and the evolving roles of private equity, sovereign wealth, and technology in shaping advisory businesses. Notable strengths include data-driven takes on industry trends, in-depth case studies of specific firms, and candid commentary on the implications for advisors, clients, and asset-gathering strategies. A recurring thread is the tension between independence and consolidation, with guests often offering practical insights for practitioners, marketers, and sponsors looking to reach decision-maker... more
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How many listeners does This Week in Wealth get?
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What are the audience demographics for This Week in Wealth?
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How many subscribers and views does This Week in Wealth have?
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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. Barron's Advisor
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. The Compound and Friends
5. Animal Spirits Podcast
How many episodes of This Week in Wealth are there?
This Week in Wealth launched 2 years ago and published 86 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact This Week in Wealth?
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Where can I see ratings and reviews for This Week in Wealth?
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What guests have appeared on This Week in Wealth?
Recent guests on This Week in Wealth include:
1. Josh Brown
2. Andrew Forch
3. Sam Bojarski
4. Kunal Kapoor
5. James Poer
6. Nate Lenz
7. Alec Rich
8. Michael Batnick
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.