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
  • Inside a $60bn RIA mega-merger

    Inside a $60bn RIA mega-merger
    Aug 29 2025
    M&A, beards, babies and baseball — this podcast has it all! Ian, Alex and Andrew go deep on MAI and Evoke's tie-up and Merchant’s minority investment in a $2.5bn California RIA — two deals which speak to the maturity of the RIA market and the variety options now available to sellers. Facial hair, paternity leave and the Mets also get a mention.
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    27 min
  • Cresset's institutional play

    Cresset's institutional play
    Aug 22 2025
    Ian and — in his podcast return — Andrew Foerch discuss what Cresset's move to merge with $124bn investment consultancy Monticello Associates says about the industry-wide drive to acquire wealth assets which may not be under management and talk about how $25bn Homrich Berg's rebrand is a sign of how much the RIA industry has changed recently.
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    21 min
  • The Raymond James exodus

    The Raymond James exodus
    Aug 15 2025
    Alex, Ian and Alec Rich discuss three major Citywire RIA exclusives: Alec’s scoop on a flood of exits from Raymond James’s custody unit, Ian’s discovery that Hightower founder Elliot Weissbluth is returning to the wealth business and a new feature highlighting the fastest-growing RIAs under $1bn in assets.
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    30 min
  • The Fastest-Growing RIAs in America

    The Fastest-Growing RIAs in America
    Aug 8 2025
    Alex Steger, Ian Wenik and Alec Rich do a deep dive into one of Citywire’s biggest projects: 50 Growers Across America. The trio discuss how they identified the fastest-growing RIAs in the country, how those firms beat the competition and their relationships with institutional investors.
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    19 min
  • Minority Report

    Minority Report
    Aug 1 2025
    Alex Steger and Ian Wenik do a deep dive into why so many new RIA-focused minority investors have popped up in recent years, what they're offering and why sellers might like them to traditional options such as private equity firms and strategic acquirers.
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    17 min