HeyJaredThis 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.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Decoding an RIA tech mega-merger (opens the original)
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Ian and Alex fire up the transatlantic telegraph cable to break down Envestnet’s deal for Vestmark (news that Citywire RIA readers saw before anyone else). They also discuss New York City-based RIA Savvy Wealth raising $100m via a Series C funding round and Schwab Wealth Advisory hiking fees for certain clients.
AI comes for RIAs (in a good way!) (opens the original)
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Artificial intelligence company Anthropic is creating a menu of wealth managers to service its employees following its initial public offering later this year, which could be a huge boon to any RIA that makes the list. Ian unpacks his scoop, explaining what Anthropic has asked of wealth managers and how the firm’s approach differs from the one taken by a group of SpaceX employees earlier this year. Andrew also joins the pod to discuss Bain’s plans to reinvest in mega-RIA Carson Group, extending
Josh Brown: Financial advisors' steroid era is over (opens the original)
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Ritholtz Wealth Management CEO Josh Brown joins Ian and Alex to discuss his take that the ‘steroid era’ is over for advisors. He argues advisors who have based their growth on rankings, low rates, and referrals (from custodians) are in for a rude awakening. This episode was recorded minutes after it was announced that Vanguard had agreed to acquire RIA custodian Altruist. As a client of and shareholder in Altruist, Brown also gives his insights on the deal and what it might mean for the wealth m
Schwab takes its ball back (again) (opens the original)
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For the second time in a year, Charles Schwab is more than doubling the AUM threshold at which it will refer brokerage clients to RIAs in its lucrative Schwab Advisor Network. Ian Wenik and Alex Steger are joined by a scoop of reporters to unpack one of the biggest wealth management stories of the year. The team also dives back into Citywire's 2026 50 Growers report to explore some of the smaller firms to make the list, as well as those powering ahead without the help of outside capital.
The Fastest-Growing RIAs in America 2026 (opens the original)
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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. To read the report in full, click here.
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