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This Week in Wealth

This Week in Wealth

By: Citywire
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About this listen

 '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.Citywire Economics Personal Finance
Episodes
  • Cresset's institutional play

    Cresset's institutional play
    Aug 22 2025
    Ian and — in his podcast return — Andrew Foerch discuss what Cresset's move to merge with $124bn investment consultancy Monticello Associates says about the industry-wide drive to acquire wealth assets which may not be under management and talk about how $25bn Homrich Berg's rebrand is a sign of how much the RIA industry has changed recently.
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    21 mins
  • The Raymond James exodus

    The Raymond James exodus
    Aug 15 2025
    Alex, Ian and Alec Rich discuss three major Citywire RIA exclusives: Alec’s scoop on a flood of exits from Raymond James’s custody unit, Ian’s discovery that Hightower founder Elliot Weissbluth is returning to the wealth business and a new feature highlighting the fastest-growing RIAs under $1bn in assets.
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    30 mins
  • The Fastest-Growing RIAs in America

    The Fastest-Growing RIAs in America
    Aug 8 2025
    Alex Steger, Ian Wenik and Alec Rich do a deep dive into one of Citywire’s biggest projects: 50 Growers Across America. The trio discuss how they identified the fastest-growing RIAs in the country, how those firms beat the competition and their relationships with institutional investors.
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    19 mins
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