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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.

PublishesWeeklyEpisodes59Foundeda year ago
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BusinessInvesting

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Latest Episodes

Ian, Alec, and Alex discuss two divergent deals from two of the largest RIAs in the market. Wealth Enhancement enters the support services game with its deal for FocusPoint Solutions, while Hightower edges away from that model, growing its Signature ... more

Ian and Alex discuss the sale, or not, of listed wealth manager AlTi Global (formerly known as Tiedemann), plus Goldman Sachs’ plans to offer long-short SMAs to its RIA custody clients—a move that just happens to coincide with Fidelity putting an ind... more

Ian, Andrew and Alex discuss LPL Financial’s move to lay off 3% of its workforce, a story that broke in the same week that the firm’s stock sold off dramatically amid AI anxiety. They also dig into Cerity Partners’ $1bn deal with private equity firm ... more

Wealth stocks sold off sharply this week, triggered by a new AI-powered tax planning tool from custodian Altruist. But what does the tool do? And what does the selloff portend – the end of wealth management as we know it, or that listed legacy player... 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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1. The Compound and Friends
2. Animal Spirits Podcast
3. Masters in Business
4. Capital Allocators – Inside the Institutional Investment Industry
5. Odd Lots

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This Week in Wealth launched a year ago and published 59 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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