• This Week in Wealth

  • Von: Citywire
  • Podcast

This Week in Wealth

Von: Citywire
Jetzt kostenlos hören, ohne Abo

  • Inhaltsangabe

  • '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.
    © 2025 Citywire
    Mehr anzeigen Weniger anzeigen
Mehr anzeigen Weniger anzeigen
Folgen
  • 1099 Problems

    1099 Problems
    Jan 31 2025

    Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski cover Steward Partners' decision to halt recruitment of Form 1099 contractor advisors, Commonwealth Financial Network's pursuit of an institutional investor and the ongoing legal battle between mega-RIAs Edelman Financial Engines and Mariner Wealth Advisors.
    Mehr anzeigen Weniger anzeigen
    18 Min.
  • Will you accept this rose?

    Will you accept this rose?
    Jan 24 2025

    Alex Steger, Ian Wenik and Citywire RIA reporter Lilly Riddle discuss Envestnet's hire of a new permanent CEO, Focus Financial Partners' dividend recap and — most importantly — the RIA client service associate who will be competing on the latest season of "The Bachelor."
    Mehr anzeigen Weniger anzeigen
    18 Min.
  • What's in a name?

    What's in a name?
    Jan 17 2025

    Alex Steger, Ian Wenik and Sam Bojarski weigh in on RIA financier Focus Financial Partners' decision to rebrand its biggest affiliate as 'Focus Partners Wealth,' wealth managers monitoring their advisors' personal phones, and $38bn Steward Partners' decision to pursue a sale.
    Mehr anzeigen Weniger anzeigen
    20 Min.

Das sagen andere Hörer zu This Week in Wealth

Nur Nutzer, die den Titel gehört haben, können Rezensionen abgeben.

Rezensionen - mit Klick auf einen der beiden Reiter können Sie die Quelle der Rezensionen bestimmen.

Audible-Rezensionen

Amazon Rezensionen
Es gibt noch keine Rezensionen