이 에피소드에 관해
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 certain clients.
영어
영국
전사 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
이 팟캐스트의 다른 에피소드
Ritholtz Wealth Management CEO Josh Brown joins Ian and Alex to discuss his take that the ‘steroid era’ is over for advisors. He argues advisors who have based their growth on rankings, low rates, and referrals (from custodians) are in for a rude awakening.
This episode was recorded minutes after i…
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…
For the second time in a year, Charles Schwab is more than doubling the AUM threshold at which it will refer brokerage clients to RIAs in its lucrative Schwab Advisor Network. Ian Wenik and Alex Steger are joined by a scoop of reporters to unpack one of the biggest wealth management stories of the …
Alex Steger, Ian Wenik and Andrew Foerch take a deep dive into Citywire’s annual 50 Growers Across America report. The trio discuss how they identified the fastest-growing RIAs in each state, and explore some specific firms' growth strategies, which range from VIP fishing trips to reeling in client…
No summer slowdown here! First up, Franklin Templeton is in talks over a deal for AlTi Global, a publicly listed $90bn wealth manager that has been looking for a buyer for about a year now.
Ian, Sam and Alex break down the story, discussing why Franklin is keen to expand its wealth business and why…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Citywire에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
