This Week in Wealth
This Week in Wealth
Podcast Description
'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.
Podcast Insights
Content Themes
The podcast focuses on a range of topics within the wealth management industry, including regulatory changes, industry mergers and acquisitions, financial advisory strategies, and market trends. Episodes have discussed significant events such as SEC commissioner interviews, the financial implications of company acquisitions, and trends in client referrals and legal challenges facing RIAs.
‘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.
Ian, Alec, and Alex discuss two divergent deals from two of the largest RIAs in the market. Wealth Enhancement enters the support services game with its deal for FocusPoint Solutions, while Hightower edges away from that model, growing its Signature Wealth business by merging in $5bn Journey Strategic Wealth. Plus, Ric Edelman on how and why we might see a $1tn RIA.
If you want to keep track of all the M&A in the RIA market, take a look at our Deals Database.
Disclaimer
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