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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
  • Who might buy DFA? What's the state of advisor pay?

    Who might buy DFA? What's the state of advisor pay?
    May 29 2026
    Dimensional Fund Advisors is exploring a sale, sources told Citywire earlier in the week! But why now, who might buy it, and what would they get? These questions, and many more, are covered by Citywire editors Ian Wenik and Alex Steger in today’s episode of This Week in Wealth.
    They also take a deep dive into Citywire’s annual RIA Pay Report, which looks at advisor compensation from all angles, including job function, location, gender, and whether a firm has PE backing.
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    31 mins
  • ‘Backstabbing, blackmail and betrayal’: Inside a $14bn Tamp’s sensational suit

    ‘Backstabbing, blackmail and betrayal’: Inside a $14bn Tamp’s sensational suit
    May 22 2026
    Turnkey asset management program Matson Money is suing its former co-CEO, who is also the firm’s founder’s son-in-law, alleging that he tried to start a competing business using protected information. Sam Bojarski, Ian Wenik, and Alex Steger break down the sensational suit.

    The team also discusses The Mather Group’s pursuit of a new institutional investor and the Securities and Exchange Commission’s decision to drop its ‘gag rule’ in enforcement settlements.
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    33 mins
  • Where hybrids are headed

    Where hybrids are headed
    May 15 2026
    Alex Steger and Ian Wenik host Nate Lenz, the chief executive of $30bn Concurrent Investment Advisors, for a discussion about why his Tampa-based firm chose to break away from Raymond James, how it's begun pursuing both minority and majority acquisitions and — no, seriously — Columbia football.
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    37 mins
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