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This Week in Wealth

This Week in Wealth

Written by: Citywire
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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.Citywire Economics Personal Finance
Episodes
  • Ritholtz sells shares to team, LPL’s retention dream, an RIA and an NHL team

    Ritholtz sells shares to team, LPL’s retention dream, an RIA and an NHL team
    Feb 6 2026
    Ian, Alec and Alex discuss Barry Ritholtz, co-founder of $7.6bn Ritholtz Wealth Management, selling a portion of his stake in the New York City-based RIA to its employees as part of a planned internal succession. They also check in on LPL’s efforts to retain Commonwealth advisors following last year’s $2.7bn deal. And have the lowdown on $2.1bn RIA First Long Island Investors pursuing a sale, including the firm's financials and its founder’s past as an owner of the New York Islanders.
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    28 mins
  • Sale fail won't derail Edelman's financial engine

    Sale fail won't derail Edelman's financial engine
    Jan 30 2026
    Ian, Alec and Alex discuss the outlook for mega-RIA Edelman Financial Engines under new CEO Ralph Haberli and the repercussions of last year’s failed sale. They also analyze a change at the top of Pershing and what this might mean for the platform in an increasingly competitive custodian market.
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    23 mins
  • Hightower weighs pay changes, Cresset raises $300m

    Hightower weighs pay changes, Cresset raises $300m
    Jan 23 2026
    It has been a busy year for Hightower Signature Wealth. The business hit $21bn after merging in five new firms, is weighing a change to the way its advisors get paid and saw its head of succession planning depart. And we’re still in January! Ian, Sam and Alex dig into the details. They also discuss Ian’s scoop on Cresset raising $300m and explore the SEC’s latest piece of guidance on its marketing rule.
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    25 mins
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