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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
  • Hightower's next act

    Hightower's next act
    Sep 18 2025
    Ian Wenik, Andrew Foerch and Alex Steger discuss the latest evolution in Hightower's corporate strategy — to consolidate and centralize its affiliate advisors. The team explores the firm's motivation for doing this and what it says about the wider RIA market. They also analyze two major deals — Creative Planning's swoop for SageView and the Pritzker Org's Wellspring stake — and catch up on Andrew and Ian's time at last week's Future Proof conference.
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    22 min
  • Here’s what you need to know before selling your RIA

    Here’s what you need to know before selling your RIA
    Sep 12 2025
    Few people have overseen more RIA deals than Accelerated Wealth Partners CEO Eric Amar. During a decade at Focus Financial Partners, he worked on more than 60 mergers and acquisitions, giving him a firsthand view of what buyers want, and what sellers should know, when making a deal. In this episode of This Week in Wealth, Eric talks to Ian and Alex about that process. He shares how it has changed with the influx of private equity money, the key metrics that buyers look at, and what sellers should ask so that they can make a decision that’s best for them.
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    41 min
  • LPL retention rundown

    LPL retention rundown
    Sep 5 2025
    Ian and Sam Bojarski have an extended discussion about Sam's scoop on LPL Financial making a concerted push to convert hybrid advisors onto its corporate RIA. In addition to discussing who wins financially through these conversions, Ian and Sam touch on Sam's brush with fame and King of the Hill.
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    15 min
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