Citywire This Week in Wealth

This Week in Wealth

'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.
Weekly English United States Investing
64 Episodes
60 – 64

1099 Problems

Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski cover Steward Partners' decision to halt recruitment of Form 1099 contractor advisors, Commonwealth Financial Network's pursuit of an institutional investor and the ongoing legal battle between mega-RIAs Edelman Financial Engines and Mariner Wealth Advisors.
31 Jan 2025 17 min

Will you accept this rose?

Alex Steger, Ian Wenik and Citywire RIA reporter Lilly Riddle discuss Envestnet's hire of a new permanent CEO, Focus Financial Partners' dividend recap and — most importantly — the RIA client service associate who will be competing on the latest season of "The Bachelor."
24 Jan 2025 18 min

What's in a name?

Alex Steger, Ian Wenik and Sam Bojarski weigh in on RIA financier Focus Financial Partners' decision to rebrand its biggest affiliate as 'Focus Partners Wealth,' wealth managers monitoring their advisors' personal phones, and $38bn Steward Partners' decision to pursue a sale.
17 Jan 2025 19 min

Happy New Year!

Citywire USA editor-in-chief Alex Steger, Citywire RIA editor Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss the rise of foreign investment in RIAs, the impending shift to Republican control of the SEC and the biggest themes they see playing out in the wealth management business in 2025.
10 Jan 2025 18 min
60 – 64