Citywire This Week in Wealth

Money market machinations

Loading player...
In a packed studio, Alex Steger and Ian Wenik are joined by Citywire RIA senior reporter Sam Bojarski and reporter Lilly Riddle to discuss Charles Schwab and Fidelity's recent restrictions on money market ETF trading, a potential major deal for Focus and an RIA employee's big win on The Bachelor.
28 Mar 2025 English United States Investing

Other recent episodes

The Batnick breakdown

Special guest Michael Batnick, the managing partner of Ritholtz Wealth Management (and a prodigious podcaster in his own right!), joins Ian and Alex to discuss the latest changes to Fidelity's lucrative Wealth Advisor Solutions network, how his $7.6bn RIA found an internal succession solution and the red flags around private…
9 Apr 35 min

Meet the ex-Yankee taking a swing at running his own RIA

Happy Opening Day! Ian and Citywire RIA reporter Peter Saalfield speak with ex-New York Yankee Kevin Thompson, now the CEO of 9i Capital Group and learn about how he went from seeing his advisor affected by the Allen Stanford Ponzi scheme to running his own wealth manager, how his firm…
2 Apr 35 min

Commonwealth beats the SEC, no degree for the CFP?

Commonwealth reduced a $93m SEC penalty to just $5m. All it took was a seven-year legal battle and a new regime at the regulator. Plus, the CFP Board considers waiving its bachelor's degree requirement.
27 Mar 23 min

Edelman offers planners stock; RIAs hit by cyber shock

Ian and Alex discuss Edelman Financial Engines’ decision to award $175m in equity grants to its financial planners, the spate of lawsuits facing RIAs over client data breaches, and AlTi Global’s failure to meet its full-year earnings filing deadline.
20 Mar 18 min

The Americans are coming ... for British wealth managers

Ian and Alex are joined by Citywire founder and chairman Lawrence Lever to discuss why US consolidators are looking across the pond to buy British wealth managers. These firms are cheap, compared to their US peers, so what's the catch? They also cover Anthropic's endorsement of human financial advice and…
13 Mar 33 min
All episodes