O TYM ODCINKU
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.
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WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki This Week in Wealth.
INNE ODCINKI W TYM PODCASCIE
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…
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…
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…
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 …
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…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Citywire, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
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