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This Week in Wealth

This Week in Wealth

Auteur(s): Citywire
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À propos de cet audio

 '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.Citywire Finances personnelles Économie
Épisodes
  • Debt Deal Deep Dive

    Debt Deal Deep Dive
    Jul 18 2025
    Alex Steger and Ian Wenik walk through Osaic's $4.3bn debt capital raise, which allowed Citywire RIA readers and listeners to get a rare look inside the financial terms of a large RIA acquisition, along with AllianceBernstein's efforts to acquire an RIA. Plus, Alec Rich joins to the show to recap a new lawsuit filed against Edelman Financial Engines by a woman who claims she is the victim of a crypto scam.
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    23 min
  • Peering over the edge of the cliff

    Peering over the edge of the cliff
    Jul 11 2025
    Ian Wenik and Alec Rich come back from the long weekend to discuss how a new survey from AdvisorPro sheds light on the looming demographic crisis RIAs face and recap how Merit Financial Advisors grew to $20bn and secured a new investment from Constellation Wealth Capital.
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    21 min
  • Halftime report

    Halftime report
    Jul 3 2025
    Alex and Ian look back at the most popular RIA news stories of H1 (there's a quiz and quiz music), check in on their own forecasts for 2025 (not a total bust), and discuss some of the more unexpected events of the year so far. Happy 4th of July listeners!
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    27 min

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