Orion plays board games

Alex Steger, Ian Wenik and Alec Rich discuss their latest scoops on Pershing instituting a new asset-based fee for custodial clients, an explosive lawsuit between an Osaic client and his advisor-turned-ex-wife, and $8bn Wealthcare's agreement to sell itself to an insurance giant.

Alex Steger, Ian Wenik, Andrew Foerch and Sam Bojarski discuss Mercer Advisors’ latest salvo in a sprawling legal battle related to ACG Wealth, an acquisition it made in 2021, but which has since soured into acrimony. They also explore Citywire’s exclusive research on RIAs’ working habits and find out what…

Alex Steger, Ian Wenik and Andrew Foerch look at what Hightower's first acquisition of 2025 means in the context of the company's history, discuss Citywire's new data project examining how much RIA employees get paid and recap last week's Citywire CIO Summit in Nashville.

Alex Steger, Ian Wenik and Sam Bojarski break down Sam's feature on how a new proposal from Finra governing advisors' outside business has some up in arms, discuss Ian's latest scoop on LPL's battle to retain Commonwealth advisors and look at the current balance of power among custodians.

Alex Steger, Ian Wenik and Alec Rich discuss Ian's scoop on General Atlantic looking to move part of its investment in Creative Planning into a continuation vehicle, find out why it's getting more expensive to be a CFP, and examine a new PE deal in the RIA space.