ABOUT THIS PODCAST 🔗
'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.
Update frequency:
weekly
Average audio length:
26 minutes
Guest interviews
English
United Kingdom
93 episodes
since Jan. 10, 2025
episodic
LATEST EPISODE 🔗
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…
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PREVIOUS EPISODES 🔗
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…
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…
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 …
Disclaimer: The podcast and artwork embedded on this page are from Citywire, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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