This Week in Wealth

Can Claude change the game for RIAs? 

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

Decoding an RIA tech mega-merger

Ian 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 disc

AI comes for RIAs (in a good way!)

Artificial intelligence company Anthropic is creating a menu of wealth managers to service its employees following its initial public offering later this year, which coul

Josh Brown: Financial advisors' steroid era is over 

Ritholtz 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 grow

Schwab takes its ball back (again)

For 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 Net

The Fastest-Growing RIAs in America 2026 

Alex 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-growin

Franklin eyes $90bn wealth deal, Edelman has Prime’s number

No 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 fo

The long and short of it

Ian, 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

The layoff wave hits Commonwealth

Ian, 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

Focus narrows in on new investor 

Three 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

Should custodians invest in RIAs?

Ian, 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

Morningstar CEO: Advisors face AI squeeze, PE funds must clean up fees

Morningstar 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, an

An invitation to Kestra's second wedding

Ian and Andrew host James Poer, the chief executive of $170bn Kestra Holdings, for an extended discussion on why his firm chose to have another go-round with its original

The block (fee) is hot

With Alex and Ian on the road, Andrew, Sam and Alec take over the pod to discuss the rollout of Charles Schwab’s new $5-per-account block trading fee, which has caused so

This Decade in Wealth

Alex, Ian and Andrew celebrate Citywire's 10th anniversary of operating in the US with an extra-special news quiz covering the biggest stories we've written since Citywir

Hightower and Summit Trail kick off a 'summer of scoops'

Alex, Ian and — live from New York! — Andrew discuss Citywire's recent scoops on Hightower pursuing a sale of a controlling stake and Summit Trail Advisors pursuing an ou

Who might buy DFA? What's the state of advisor pay?

Dimensional Fund Advisors is exploring a sale, sources told Citywire earlier in the week! But why now, who might buy it, and what would they get? These questions, and man

‘Backstabbing, blackmail and betrayal’: Inside a $14bn Tamp’s sensational suit 

Turnkey asset management program Matson Money is suing its former co-CEO, who is also the firm’s founder’s son-in-law, alleging that he tried to start a competing busines

Where hybrids are headed

Alex Steger and Ian Wenik host Nate Lenz, the chief executive of $30bn Concurrent Investment Advisors, for a discussion about why his Tampa-based firm chose to break away

Bumps in the road

Alex, Ian and Alec discuss a relatively rocky week for some key players in the wealth management industry, starting with some indicators in LPL Financial's latest earning