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'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.
Episode
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- RIAs can't stop suing each other · 24 mntAnother week, another temporary restraining order against an advisor leaving one RIA to join another. The type of recruitment suits that were once the preserve of wirehouses has…
- Breakaway business is booming · 32 mntIn an episode recorded on the conference floor at Schwab Impact, Dynasty Financial Partners CEO Shirl Penney joins This Week in Wealth to discuss the state of the RIA custody…
- Schwab takes its cut, Beacon Pointe powers up · 29 mntAhead of next week’s Impact conference, This Week in Wealth runs the rule over Charles Schwab, which has had a busy seven days. In that span, it has started charging ETFs…
- A rare look at Mercer's referrals, revenues and margins · 23 mntRoughly 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…
- What Fidelity's AUM hike means for RIAs and rival custodians · 25 mntFidelity 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…
- What Constellation looks for when buying RIAs · 46 mntThis 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…
- ‘I didn't pay myself for all of 08 and 09’: How one RIA founder rode out the last big crash · 32 mntDakota 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…
- An RIA M&A juggernaut switches CEOs · 21 mntThis 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…
- Can Claude change the game for RIAs? · 17 mntIan 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…
- Decoding an RIA tech mega-merger · 21 mntIan 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…
- AI comes for RIAs (in a good way!) · 20 mntArtificial 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…
- Josh Brown: Financial advisors' steroid era is over · 53 mntRitholtz 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…
- Schwab takes its ball back (again) · 30 mntFor 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…
- The Fastest-Growing RIAs in America 2026 · 23 mntAlex 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…
- Franklin eyes $90bn wealth deal, Edelman has Prime’s number · 24 mntNo 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…
- The long and short of it · 19 mntIan, Andrew and Sam break down Citywire's latest scoop about long-short separately managed accounts, which have become one of the most popular new investing tools in the wealth…
- The layoff wave hits Commonwealth · 25 mntIan, Andrew and Sam analyze the recent round of layoffs to hit Commonwealth Financial Network's home office. Who was hit hardest and what do the cuts say about the state of its…
- Focus narrows in on new investor · 25 mntThree years after buying Focus Financial Partners, PE shop Clayton, Dubilier & Rice is pursuing a sale of a minority stake in the RIA financier. Ian, Andrew, Sam and Alex recap…
- Should custodians invest in RIAs? · 26 mntIan, Andrew and Alex discuss the idea of a custodian taking minority stakes in RIAs. The same idea was discussed, at least at a conceptual level, by Fidelity in 2025, as Citywire…
- Morningstar CEO: Advisors face AI squeeze, PE funds must clean up fees · 26 mntMorningstar CEO Kunal Kapoor joins This Week in Wealth for a special episode, recorded live at the Morningstar Investment Conference in Chicago on June 17. Ian, Alex, and Kunal…
