• This Week in Wealth

  • Written by: Citywire
  • Podcast

This Week in Wealth

Written by: Citywire
Listen for free

  • Summary

  • 'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.
    © 2025 Citywire
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Economics Personal Finance
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Episodes
  • A Goldman Goodbye

    A Goldman Goodbye
    Feb 6 2025

    Alex Steger, Ian Wenik and Citywire RIA reporter Lilly Riddle reflect on Goldman Sachs' efforts to enter the RIA business following the departure of top wealth executive Larry Restieri and learn more about the advisor accused of defrauding clients to invest in a mini golf course.

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    17 mins
  • 1099 Problems

    1099 Problems
    Jan 31 2025

    Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski cover Steward Partners' decision to halt recruitment of Form 1099 contractor advisors, Commonwealth Financial Network's pursuit of an institutional investor and the ongoing legal battle between mega-RIAs Edelman Financial Engines and Mariner Wealth Advisors.
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    18 mins
  • Will you accept this rose?

    Will you accept this rose?
    Jan 24 2025

    Alex Steger, Ian Wenik and Citywire RIA reporter Lilly Riddle discuss Envestnet's hire of a new permanent CEO, Focus Financial Partners' dividend recap and — most importantly — the RIA client service associate who will be competing on the latest season of "The Bachelor."
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    18 mins

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