Citywire This Week in Wealth

The Fastest-Growing RIAs in America 2026 

Loading player...
Alex Steger, Ian Wenik and Andrew Foerch take a deep dive into Citywire’s annual 50 Growers Across America report. The trio discuss how they identified the fastest-growing RIAs in each state, and explore some specific firms' growth strategies, which range from VIP fishing trips to reeling in clients via LLMs. 
14 Aug English United States Investing

Other recent episodes

Franklin eyes $90bn wealth deal, Edelman has Prime’s number

No summer slowdown here! First up, Franklin Templeton is in talks over a deal for AlTi Global, a publicly listed $90bn wealth manager that has been looking for a buyer for about a year now. Ian, Sam and Alex break down the story, discussing why Franklin is keen to expand…
7 Aug 24 min

The long and short of it

Ian, Andrew and Sam break down Citywire's latest scoop about long-short separately managed accounts, which have become one of the most popular new investing tools in the wealth management industry. Sam explains how he obtained documents which show how various RIA custodians assess and treat AQR's long-short strategies, plus the…
31 Jul 19 min

The layoff wave hits Commonwealth

Ian, Andrew and Sam analyze the recent round of layoffs to hit Commonwealth Financial Network's home office. Who was hit hardest and what do the cuts say about the state of its acquisition by LPL Financial? Plus, with Alex out, the trio discusses Charles Schwab's in-house wealth business and how…
24 Jul 25 min

Focus narrows in on new investor 

Three years after buying Focus Financial Partners, PE shop Clayton, Dubilier & Rice is pursuing a sale of a minority stake in the RIA financier. Ian, Andrew, Sam and Alex recap how we got here and explore who a prospective buyer could be. The team also discusses Corient's update to…
17 Jul 24 min

Should custodians invest in RIAs?

Ian, Andrew and Alex discuss the idea of a custodian taking minority stakes in RIAs. The same idea was discussed, at least at a conceptual level, by Fidelity in 2025, as Citywire exclusively reported. The team digs into the logic of such a move as well as the obvious conflicts…
10 Jul 26 min
All episodes