This Week in Wealth - Citywire

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The winners and losers in advisor recruitment

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vendredi 24 avril 2026 • Durée 26:12

Some 11,000 advisors switched firms last year. But which companies suffered the biggest exits, and where did those advisors go? Ian and Alex have the answers. They also wrap up a series of new initiatives from Charles Schwab, plus Ian provides updates from a somewhat secret conference in San Francisco.

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Who’s been busy buying RIAs?

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vendredi 17 avril 2026 • Durée 27:59

Via the magic of Citywire RIA’s new Deals Database, Alex, Ian, and Alec take a look at the most notable wealth management M&A of Q1. Who’s been busy buying? What have they bought? Which PE firms are driving the deals? And what does it all mean for the rest of the year? These questions and more are covered. Additionally, the team takes a deep dive into Osaic’s recent capital raise—which includes a minority investment by Bain Capital—plus LPL and Private Advisor Group’s acquisition of Mariner’s $31bn platform business.
You can check out the Deals Database here - https://citywire.com/ria/deals

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The Batnick breakdown

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jeudi 9 avril 2026 • Durée 35:14

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 credit.

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

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jeudi 2 avril 2026 • Durée 35:24

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 operates as a smaller practice in a consolidating industry and how Derek Jeter made his own rules of the road (you'll understand when you listen).

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Commonwealth beats the SEC, no degree for the CFP?

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vendredi 27 mars 2026 • Durée 23:04

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.

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Edelman offers planners stock; RIAs hit by cyber shock

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vendredi 20 mars 2026 • Durée 18:44

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.

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The Americans are coming ... for British wealth managers

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vendredi 13 mars 2026 • Durée 33:40

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 the key takeaways from Citywire's recent CEO Summit.

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2 mega-RIAs, 2 very different deals

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vendredi 6 mars 2026 • Durée 24:30

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.

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Goldman goes long (and short) to win Fidelity biz, plus LPL and AlTi updates

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vendredi 27 février 2026 • Durée 30:08

Ian and Alex discuss the sale, or not, of listed wealth manager AlTi Global (formerly known as Tiedemann), plus Goldman Sachs’ plans to offer long-short SMAs to its RIA custody clients—a move that just happens to coincide with Fidelity putting an indefinite pause on such business. And Alec dials in to give an update on LPL’s partnership with Anthropic and whether this changes the conversation about AI’s impact on wealth management.

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LPL brings the pain, Cerity Partners makes it rain

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vendredi 20 février 2026 • Durée 29:54

Ian, Andrew and Alex discuss LPL Financial’s move to lay off 3% of its workforce, a story that broke in the same week that the firm’s stock sold off dramatically amid AI anxiety. They also dig into Cerity Partners’ $1bn deal with private equity firm Warburg Pincus, which values the mega-RIA at $8.5bn.

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