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
  • Minority Report

    Minority Report
    Aug 1 2025
    Alex Steger and Ian Wenik do a deep dive into why so many new RIA-focused minority investors have popped up in recent years, what they're offering and why sellers might like them to traditional options such as private equity firms and strategic acquirers.
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    17 mins
  • Peter Mallouk talks crazy deals, declining multiples and life as a clubbie

    Peter Mallouk talks crazy deals, declining multiples and life as a clubbie
    Jul 24 2025
    Creative Planning CEO Peter Mallouk joins This Week in Wealth to discuss the state of RIA M&A, how his own role has evolved, and what’s next for his $370bn firm.

    Mallouk, who has completed scores of acquisitions, including the 2023 deal for Goldman Sachs Personal Financial Management, explains why there is still plenty of PE money chasing RIAs but argues that multiples are increasingly challenged for larger firms, unless they are growing organically.

    In a wide-ranging interview, Mallouk also shares how his responsibilities have changed and looks back at a formative job for the Kansas City Royals.
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    34 mins
  • Debt Deal Deep Dive

    Debt Deal Deep Dive
    Jul 18 2025
    Alex Steger and Ian Wenik walk through Osaic's $4.3bn debt capital raise, which allowed Citywire RIA readers and listeners to get a rare look inside the financial terms of a large RIA acquisition, along with AllianceBernstein's efforts to acquire an RIA. Plus, Alec Rich joins to the show to recap a new lawsuit filed against Edelman Financial Engines by a woman who claims she is the victim of a crypto scam.
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    23 mins
  • Peering over the edge of the cliff

    Peering over the edge of the cliff
    Jul 11 2025
    Ian Wenik and Alec Rich come back from the long weekend to discuss how a new survey from AdvisorPro sheds light on the looming demographic crisis RIAs face and recap how Merit Financial Advisors grew to $20bn and secured a new investment from Constellation Wealth Capital.
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    21 mins
  • Halftime report

    Halftime report
    Jul 3 2025
    Alex and Ian look back at the most popular RIA news stories of H1 (there's a quiz and quiz music), check in on their own forecasts for 2025 (not a total bust), and discuss some of the more unexpected events of the year so far. Happy 4th of July listeners!
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    27 mins