A tradition unlike any other

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With Alex Steger out, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss the made-for-Hollywood story of an RIA's CEO getting to participate in the Masters golf tournament, Ian's scoop on layoffs at Orion and Andrew's exclusive story on private equity firm CIVC Partners investing in a $10bn wealth manager.

18 Apr English United States Investing

Other recent episodes

Retention rundown

Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss LPL's bid to keep Commonwealth's advisors in the fold, Ian's scoop on Goldman Sachs weighing a new RIA referral program, and the tariff chaos that's roiled markets.

11 Apr 18 min

LPL captures Commonwealth

Alex Steger and Ian Wenik do a deep dive into LPL Financial's $2.7bn acquisition of Commonwealth Financial Network: How Ian broke the story, what the immediate impact is around the industry, and who's in position to win (and lose) as the deal gets finalized.

4 Apr 15 min

Money market machinations

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 14 min

What's the plan for Joe Duran?

Alex Steger, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss the biggest takeaways from Ian and Andrew's trip to Miami for the Future Proof conference, including Andrew's one-on-one interview with Rise Growth Partners head Joe Duran and the panels the journalists moderated.

21 Mar 24 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 18 min

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