Citywire This Week in Wealth

The most important RIA stories of 2025

Loading player...
We have a quiz! Play along at home! It's a fun, if occasionally labored, way of covering the most consequential stories in US wealth management from the last year. How many can you remember and what will their impact be? Alex, Ian and Andrew discuss. On the topic of massive news, the team also breaks down one last big deal — Corient's approach for $89bn AlTi Global. This is our final episode of 2025, thank you all for listening. This Week in Wealth will return in 2026. Happy holidays!
19 Dec 2025 English United States Investing

Other recent episodes

What’s next for the original RIA aggregator?

Ian, Sam, and Alex discuss the task ahead for Focus Financial Partners’ new CEO, Adam Birenbaum, who is charged with steering the firm through a cycle that goes beyond acquisition and consolidation. The team also digs into Merchant Investment Management’s latest capital raise, its second in less than two years,…
1 May 26 min

The winners and losers in advisor recruitment

Some 11,000 advisors switched firms last year. But which companies suffered the biggest exits, and where did those advisors go? Ian and Alex have the answers. They also wrap up a series of new initiatives from Charles Schwab, plus Ian provides updates from a somewhat secret conference in San Francisco.
24 Apr 26 min

Who’s been busy buying RIAs?

Via the magic of Citywire RIA’s new Deals Database, Alex, Ian, and Alec take a look at the most notable wealth management M&A of Q1. Who’s been busy buying? What have they bought? Which PE firms are driving the deals? And what does it all mean for the rest of…
17 Apr 27 min

The Batnick breakdown

Special guest Michael Batnick, the managing partner of Ritholtz Wealth Management (and a prodigious podcaster in his own right!), joins Ian and Alex to discuss the latest changes to Fidelity's lucrative Wealth Advisor Solutions network, how his $7.6bn RIA found an internal succession solution and the red flags around private…
9 Apr 35 min

Meet the ex-Yankee taking a swing at running his own RIA

Happy Opening Day! Ian and Citywire RIA reporter Peter Saalfield speak with ex-New York Yankee Kevin Thompson, now the CEO of 9i Capital Group and learn about how he went from seeing his advisor affected by the Allen Stanford Ponzi scheme to running his own wealth manager, how his firm…
2 Apr 35 min
All episodes