معلومات عن هذا البودكاست 🔗
'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.
تردد التحديث:
weekly
متوسط طول الصوت:
27 minutes
مقابلات الضيوف
الإنجليزية
المملكة المتحدة
95 حلقة
منذ 10 يناير، 2025
episodic
أحدث حلقة 🔗
In an episode recorded on the conference floor at Schwab Impact, Dynasty Financial Partners CEO Shirl Penney joins This Week in Wealth to discuss the state of the RIA custody market, where the next big breakaways are coming from, and what will separate winning and losing firms in an era of uncertai…
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الحلقات السابقة 🔗
Ahead of next week’s Impact conference, This Week in Wealth runs the rule over Charles Schwab, which has had a busy seven days. In that span, it has started charging ETFs distribution fees and reported 55% growth in its own wealth management business, while still cementing its position as the large…
Roughly 50% of Mercer Global Advisors’ net new client assets in the first two quarters of 2026 came from Charles Schwab’s and Fidelity’s custodial referral networks, according to investor materials viewed by Citywire.
This Week in Wealth discusses how this statistic tallies with a previous claim b…
Fidelity has raised its custodial minimum to $100m, giving RIAs until June 30, 2027, to meet that new requirement or face removal from the platform. It's a move with wider ramifications for hundreds of RIAs, rival custodians, and one that might redefine what it means to be a small wealth manager. T…
This bonus episode of This Week in Wealth features a fireside chat with Karl Heckenberg, founder and managing partner of Constellation Wealth Capital.
Since its launch in 2023, Constellation has invested in 18 RIAs, which have a combined $340bn in assets.
At last week’s Citywire CIO Summit in …
Dakota Wealth Management founder and CEO Peter Raimondi joins This Week in Wealth to discuss whether RIAs are well-prepared for a prolonged market downturn.
He shares how he weathered the Great Financial Crisis, current client portfolio positioning, and his concerns about wealth managers’ leverag…
This Week in Wealth breaks down the C-suite shuffle at Merit Financial Advisors, a $32bn Georgia-based RIA that has become one of the most acquisitive firms in the market.
At the end of a year in which the firm will have completed 15 deals, Merit’s founder and chief executive Rick Kent will move …
Ian dials in from the Future Proof conference in Huntington Beach, California, to give the lowdown on Anthropic’s Claude for Financial Advisors suite and dig into the AI firm’s tie-up with custodian Charles Schwab.
Alex and Ian also discuss Creative Planning’s acquisition of RVK Inc., an instituti…
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 round and Schwab Wealth Advisory hiking fees for ce…
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, explaining what Anthropic has asked of wealth managers an…
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