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 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 institutional investment consultancy overseeing roughly $4.3tn in client assets, and the strategic rationale for the deal.
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