'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.
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'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.
Alex, Ian and Andrew break down two of Citywire's biggest scoops of 2025: Schwab's decision to tighten the eligibility requirements for clients to be referred out to its affiliated RIAs and Edelman Financial Engines halting its sale process and subsequently changing CEOs. The trio also recap Creative Planning's acquisition of retirement plan business SageView Advisory Group and Citywire's flagship CIO Summit in Austin.
This Week in Wealth
'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.
