'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.
Andrew Foerch, Alec Rich and Alex Steger discuss a $129bn team's decision to ditch Merrill Lynch and set up an RIA with help from Dynasty and Schwab. The scale of the move is huge and so are its ramifications for all parties involved. Not least because Merrill has already filed a doozy of a lawsuit. Andrew, Alec and Alex get into it all. They also look at the perhaps surprising wind-down of Strive Wealth Management, which is shutting shop less than a year after its formal launch.
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.
