https://citywire.com/ '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. Investing en Fri, 14 Mar 2025 12:35:01 +0200 Thu, 09 Apr 2026 16:26:41 +0200 30 http://blogs.law.harvard.edu/tech/rss iono.fm 2.5.2.0 Citywire no Citywire Weekly feeds@iono.fm (Feed Manager) https://cdn.iono.fm/files/p3811/logo_9206_20250905_205918_1400.jpeg https://citywire.com/ '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 episodic Citywire digitalcontent@citywire.co.uk false US https://iono.fm/e/1664484 https://iono.fm/e/1664484 Investing Thu, 09 Apr 2026 16:26:00 +0200 0 0 The Batnick breakdown 0 0 Citywire full 35:14 This Week in Wealth https://iono.fm/e/1662671 https://iono.fm/e/1662671 Investing Thu, 02 Apr 2026 15:14:00 +0200 0 0 Meet the ex-Yankee taking a swing at running his own RIA 0 0 Citywire full 35:24 This Week in Wealth https://iono.fm/e/1660689 https://iono.fm/e/1660689 Investing Fri, 27 Mar 2026 11:00:00 +0200 0 0 Commonwealth beats the SEC, no degree for the CFP? 0 0 Citywire full 23:04 This Week in Wealth https://iono.fm/e/1658316 https://iono.fm/e/1658316 Investing Fri, 20 Mar 2026 15:00:00 +0200 0 0 Edelman offers planners stock; RIAs hit by cyber shock 0 0 Citywire full 18:44 This Week in Wealth https://iono.fm/e/1655297 https://iono.fm/e/1655297
They also cover Anthropic's endorsement of human financial advice and the key takeaways from Citywire's recent CEO Summit. ]]> Investing Fri, 13 Mar 2026 11:00:00 +0200 0 0 The Americans are coming ... for British wealth managers 0 0 Citywire full 33:40 This Week in Wealth https://iono.fm/e/1653087 https://iono.fm/e/1653087
If you want to keep track of all the M&A in the RIA market, take a look at our Deals Database. ]]> Investing Fri, 06 Mar 2026 12:33:00 +0200 0 0 2 mega-RIAs, 2 very different deals  0 0 Citywire full 24:30 This Week in Wealth https://iono.fm/e/1650656 https://iono.fm/e/1650656 Investing Fri, 27 Feb 2026 12:01:00 +0200 0 0 Goldman goes long (and short) to win Fidelity biz, plus LPL and AlTi updates  0 0 Citywire full 30:08 This Week in Wealth https://iono.fm/e/1648280 https://iono.fm/e/1648280 Investing Fri, 20 Feb 2026 11:14:00 +0200 0 0 LPL brings the pain, Cerity Partners makes it rain 0 0 Citywire full 29:54 This Week in Wealth https://iono.fm/e/1645743?v=1 https://iono.fm/e/1645743?v=1 Investing Fri, 13 Feb 2026 14:30:00 +0200 0 0 Wealth management’s DeepSeek moment? 0 0 Citywire full 33:49 This Week in Wealth https://iono.fm/e/1643255 https://iono.fm/e/1643255 Investing Fri, 06 Feb 2026 11:14:00 +0200 0 0 Ritholtz sells shares to team, LPL’s retention dream, an RIA and an NHL team 0 0 Citywire full 28:24 This Week in Wealth https://iono.fm/e/1640997 https://iono.fm/e/1640997 Investing Fri, 30 Jan 2026 14:30:00 +0200 0 0 Sale fail won't derail Edelman's financial engine 0 0 Citywire full 22:36 This Week in Wealth https://iono.fm/e/1638132 https://iono.fm/e/1638132 Investing Fri, 23 Jan 2026 14:30:00 +0200 0 0 Hightower weighs pay changes, Cresset raises $300m 0 0 Citywire full 24:50 This Week in Wealth https://iono.fm/e/1635753 https://iono.fm/e/1635753 Investing Fri, 16 Jan 2026 14:45:00 +0200 0 0 SEC gives RIAs a late Christmas present 0 0 Citywire full 25:49 This Week in Wealth https://iono.fm/e/1633497 https://iono.fm/e/1633497 Investing Fri, 09 Jan 2026 16:32:00 +0200 0 0 Goldman giveth, Mercer ups minimums, will Blackstone buy an RIA? 0 0 Citywire full 30:18 This Week in Wealth https://iono.fm/e/1629734 https://iono.fm/e/1629734 Investing Fri, 19 Dec 2025 15:00:00 +0200 0 0 The most important RIA stories of 2025 0 0 Citywire full 39:12 This Week in Wealth https://iono.fm/e/1628368 https://iono.fm/e/1628368 Investing Fri, 12 Dec 2025 16:52:00 +0200 0 0 Cetera CEO talks RIAs, M&A and that Commonwealth letter 0 0 Citywire full 46:09 This Week in Wealth https://iono.fm/e/1626157 https://iono.fm/e/1626157 Investing Fri, 05 Dec 2025 18:00:00 +0200 0 0 The Robo Rapport 0 0 Citywire full 26:17 This Week in Wealth https://iono.fm/e/1622586 https://iono.fm/e/1622586 Investing Wed, 26 Nov 2025 16:49:00 +0200 0 0 It’s 2025. Do you know where your data is? 0 0 Citywire full 27:43 This Week in Wealth https://iono.fm/e/1620963 https://iono.fm/e/1620963 Investing Fri, 21 Nov 2025 16:09:00 +0200 0 0 One of the messiest divorces in RIA M&A 0 0 Citywire full 30:31 This Week in Wealth https://iono.fm/e/1618441 https://iono.fm/e/1618441 Investing Fri, 14 Nov 2025 16:31:00 +0200 0 0 A tale of two mega-RIAs 0 0 Citywire full 24:21 This Week in Wealth https://iono.fm/e/1615860 https://iono.fm/e/1615860 Investing Fri, 07 Nov 2025 11:30:00 +0200 0 0 Schwab, the belle of its own ball 0 0 Citywire full 22:14 This Week in Wealth https://iono.fm/e/1613479 https://iono.fm/e/1613479 Investing Fri, 31 Oct 2025 15:26:00 +0200 0 0 Stifel slams the door on sale talks... or does it? 0 0 Citywire full 26:01 This Week in Wealth https://iono.fm/e/1611118 https://iono.fm/e/1611118 Investing Fri, 24 Oct 2025 15:37:00 +0200 0 0 How the RIA industry's most prolific banker views the M&A market 0 0 Citywire full 39:59 This Week in Wealth https://iono.fm/e/1608762 https://iono.fm/e/1608762 Investing Fri, 17 Oct 2025 15:12:00 +0200 0 0 Schwab takes its ball back, Edelman sputters 0 0 Citywire full 33:33 This Week in Wealth https://iono.fm/e/1606182 https://iono.fm/e/1606182 Investing Fri, 10 Oct 2025 10:20:00 +0200 0 0 Under the shadow of Ares 0 0 Citywire full 20:39 This Week in Wealth https://iono.fm/e/1603908 https://iono.fm/e/1603908 Investing Fri, 03 Oct 2025 15:15:00 +0200 0 0 Merrill went down to Georgia ... and got denied a TRO 0 0 Citywire full 32:30 This Week in Wealth https://iono.fm/e/1601333 https://iono.fm/e/1601333 Investing Fri, 26 Sep 2025 15:37:00 +0200 0 0 The biggest breakaway (ever?)  0 0 Citywire full 32:20 This Week in Wealth https://iono.fm/e/1598762 https://iono.fm/e/1598762 Investing Thu, 18 Sep 2025 14:31:00 +0200 0 0 Hightower's next act 0 0 Citywire full 22:10 This Week in Wealth https://iono.fm/e/1596908 https://iono.fm/e/1596908 Investing Fri, 12 Sep 2025 16:10:00 +0200 0 0 Here’s what you need to know before selling your RIA 0 0 Citywire full 41:11 This Week in Wealth https://iono.fm/e/1594503 https://iono.fm/e/1594503 Investing Fri, 05 Sep 2025 15:10:00 +0200 0 0 LPL retention rundown 0 0 Citywire full 14:37 This Week in Wealth https://iono.fm/e/1592046 https://iono.fm/e/1592046 Investing Fri, 29 Aug 2025 15:39:00 +0200 0 0 Inside a $60bn RIA mega-merger 0 0 Citywire full 26:59 This Week in Wealth https://iono.fm/e/1589677 https://iono.fm/e/1589677 Investing Fri, 22 Aug 2025 15:43:00 +0200 0 0 Cresset's institutional play 0 0 Citywire full 20:34 This Week in Wealth https://iono.fm/e/1587168 https://iono.fm/e/1587168 Investing Fri, 15 Aug 2025 15:38:00 +0200 0 0 The Raymond James exodus 0 0 Citywire full 29:50 This Week in Wealth https://iono.fm/e/1584759 https://iono.fm/e/1584759 Investing Fri, 08 Aug 2025 15:37:00 +0200 0 0 The Fastest-Growing RIAs in America 0 0 Citywire full 19:22 This Week in Wealth https://iono.fm/e/1582414 https://iono.fm/e/1582414 Investing Fri, 01 Aug 2025 14:29:00 +0200 0 0 Minority Report 0 0 Citywire full 16:34 This Week in Wealth https://iono.fm/e/1579562 https://iono.fm/e/1579562
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. ]]> Investing Thu, 24 Jul 2025 13:07:00 +0200 0 0 Peter Mallouk talks crazy deals, declining multiples and life as a clubbie 0 0 Citywire full 34:17 This Week in Wealth https://iono.fm/e/1577721 https://iono.fm/e/1577721 Investing Fri, 18 Jul 2025 16:01:00 +0200 0 0 Debt Deal Deep Dive 0 0 Citywire full 22:47 This Week in Wealth https://iono.fm/e/1575379 https://iono.fm/e/1575379 Investing Fri, 11 Jul 2025 15:21:00 +0200 0 0 Peering over the edge of the cliff 0 0 Citywire full 21:19 This Week in Wealth https://iono.fm/e/1572529 https://iono.fm/e/1572529 Investing Thu, 03 Jul 2025 10:03:00 +0200 0 0 Halftime report 0 0 Citywire full 27:21 This Week in Wealth https://iono.fm/e/1570768 https://iono.fm/e/1570768 Investing Fri, 27 Jun 2025 16:40:00 +0200 0 0 Carson's contentious court case 0 0 Citywire full 27:54 This Week in Wealth https://iono.fm/e/1568297 https://iono.fm/e/1568297 Investing Fri, 20 Jun 2025 15:45:00 +0200 0 0 IPO intimations 0 0 Citywire full 27:44 This Week in Wealth https://iono.fm/e/1566178 https://iono.fm/e/1566178 Investing Fri, 13 Jun 2025 15:46:00 +0200 0 0 A new era for RIAs 0 0 Citywire full 26:21 This Week in Wealth https://iono.fm/e/1563900 https://iono.fm/e/1563900 Investing Fri, 06 Jun 2025 16:01:00 +0200 0 0 There's no such thing as a free lunch 0 0 Citywire full 23:52 This Week in Wealth https://iono.fm/e/1561436 https://iono.fm/e/1561436 Investing Fri, 30 May 2025 16:03:00 +0200 0 0 Orion plays board games 0 0 Citywire full 24:52 This Week in Wealth https://iono.fm/e/1559261 https://iono.fm/e/1559261 Investing Fri, 23 May 2025 15:09:00 +0200 0 0 Mercer’s messy divorce 0 0 Citywire full 25:43 This Week in Wealth https://iono.fm/e/1556921 https://iono.fm/e/1556921 Investing Fri, 16 May 2025 15:10:00 +0200 0 0 An unobstructed view 0 0 Citywire full 25:25 This Week in Wealth https://iono.fm/e/1554207 https://iono.fm/e/1554207 Investing Fri, 09 May 2025 09:36:00 +0200 0 0 None of your (outside) business 0 0 Citywire full 22:21 This Week in Wealth https://iono.fm/e/1551838 https://iono.fm/e/1551838 Investing Fri, 02 May 2025 15:55:00 +0200 0 0 Secondary concerns 0 0 Citywire full 18:39 This Week in Wealth https://iono.fm/e/1549976 https://iono.fm/e/1549976 Investing Fri, 25 Apr 2025 15:10:00 +0200 0 0 Feeding frenzy 0 0 Citywire full 20:31 This Week in Wealth https://iono.fm/e/1547976 https://iono.fm/e/1547976 Investing Fri, 18 Apr 2025 12:00:00 +0200 0 0 A tradition unlike any other 0 0 Citywire full 20:57 This Week in Wealth https://iono.fm/e/1546017 https://iono.fm/e/1546017 Investing Fri, 11 Apr 2025 15:39:00 +0200 0 0 Retention rundown 0 0 Citywire full 18:14 This Week in Wealth https://iono.fm/e/1543654 https://iono.fm/e/1543654 Investing Fri, 04 Apr 2025 16:24:00 +0200 0 0 LPL captures Commonwealth 0 0 Citywire full 15:49 This Week in Wealth https://iono.fm/e/1541277 https://iono.fm/e/1541277 Investing Fri, 28 Mar 2025 15:57:00 +0200 0 0 Money market machinations 0 0 Citywire full 14:34 This Week in Wealth https://iono.fm/e/1539101 https://iono.fm/e/1539101 Investing Fri, 21 Mar 2025 14:25:00 +0200 0 0 What's the plan for Joe Duran? 0 0 Citywire full 24:38 This Week in Wealth https://iono.fm/e/1536906 https://iono.fm/e/1536906 Investing Fri, 14 Mar 2025 12:00:00 +0200 0 0 Blackstone enters the fray 0 0 Citywire full 21:24 This Week in Wealth https://iono.fm/e/1536907 https://iono.fm/e/1536907 Investing Fri, 07 Mar 2025 13:00:00 +0200 0 0 The $50,000 Question 0 0 Citywire full 18:43 This Week in Wealth https://iono.fm/e/1536908 https://iono.fm/e/1536908 Investing Fri, 28 Feb 2025 16:29:00 +0200 0 0 "Ellevest's robo retreat" 0 0 Citywire full 18:26 This Week in Wealth https://iono.fm/e/1536909 https://iono.fm/e/1536909 Investing Fri, 21 Feb 2025 17:04:00 +0200 0 0 Can you SEC what's coming? 0 0 Citywire full 18:28 This Week in Wealth https://iono.fm/e/1536910 https://iono.fm/e/1536910 Investing Fri, 14 Feb 2025 16:26:00 +0200 0 0 Client referrals aren't cheap 0 0 Citywire full 18:43 This Week in Wealth https://iono.fm/e/1536911 https://iono.fm/e/1536911 Investing Thu, 06 Feb 2025 18:13:00 +0200 0 0 A Goldman Goodbye 0 0 Citywire full 17:08 This Week in Wealth https://iono.fm/e/1536912 https://iono.fm/e/1536912 Investing Fri, 31 Jan 2025 17:08:00 +0200 0 0 1099 Problems 0 0 Citywire full 17:55 This Week in Wealth https://iono.fm/e/1536913 https://iono.fm/e/1536913 Investing Fri, 24 Jan 2025 16:32:00 +0200 0 0 Will you accept this rose? 0 0 Citywire full 18:24 This Week in Wealth https://iono.fm/e/1536914 https://iono.fm/e/1536914 Investing Fri, 17 Jan 2025 16:44:00 +0200 0 0 What's in a name? 0 0 Citywire full 19:41 This Week in Wealth https://iono.fm/e/1536915 https://iono.fm/e/1536915 Investing Fri, 10 Jan 2025 17:06:00 +0200 0 0 Happy New Year! 0 0 Citywire full 18:25 This Week in Wealth