Episodes

  • 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
    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?
    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
  • What's in a name?
    Jan 17 2025

    Alex Steger, Ian Wenik and Sam Bojarski weigh in on RIA financier Focus Financial Partners' decision to rebrand its biggest affiliate as 'Focus Partners Wealth,' wealth managers monitoring their advisors' personal phones, and $38bn Steward Partners' decision to pursue a sale.

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    20 mins
  • Happy New Year!
    Jan 10 2025

    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.

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    18 mins