All Episodes
This Week in Wealth — 68 episodes
Bumps in the road
What’s next for the original RIA aggregator?
The winners and losers in advisor recruitment
Who’s been busy buying RIAs?
The Batnick breakdown
Meet the ex-Yankee taking a swing at running his own RIA
Commonwealth beats the SEC, no degree for the CFP?
Edelman offers planners stock; RIAs hit by cyber shock
The Americans are coming ... for British wealth managers
2 mega-RIAs, 2 very different deals
Goldman goes long (and short) to win Fidelity biz, plus LPL and AlTi updates
LPL brings the pain, Cerity Partners makes it rain
Wealth management’s DeepSeek moment?
Ritholtz sells shares to team, LPL’s retention dream, an RIA and an NHL team
Sale fail won't derail Edelman's financial engine
Hightower weighs pay changes, Cresset raises $300m
SEC gives RIAs a late Christmas present
Goldman giveth, Mercer ups minimums, will Blackstone buy an RIA?
The most important RIA stories of 2025
Cetera CEO talks RIAs, M&A and that Commonwealth letter
The Robo Rapport
It’s 2025. Do you know where your data is?
One of the messiest divorces in RIA M&A
A tale of two mega-RIAs
Schwab, the belle of its own ball
Stifel slams the door on sale talks... or does it?
How the RIA industry's most prolific banker views the M&A market
Schwab takes its ball back, Edelman sputters
Under the shadow of Ares
Merrill went down to Georgia ... and got denied a TRO
The biggest breakaway (ever?)
Hightower's next act
Here’s what you need to know before selling your RIA
LPL retention rundown
Inside a $60bn RIA mega-merger
Cresset's institutional play
The Raymond James exodus
The Fastest-Growing RIAs in America
Minority Report
Peter Mallouk talks crazy deals, declining multiples and life as a clubbie
Debt Deal Deep Dive
Peering over the edge of the cliff
Halftime report
Carson's contentious court case
IPO intimations
A new era for RIAs
There's no such thing as a free lunch
Orion plays board games
Mercer’s messy divorce
An unobstructed view
None of your (outside) business
Secondary concerns
Feeding frenzy
A tradition unlike any other
Retention rundown
LPL captures Commonwealth
Money market machinations
What's the plan for Joe Duran?
Blackstone enters the fray
The $50,000 Question
"Ellevest's robo retreat"
Can you SEC what's coming?
Client referrals aren't cheap
A Goldman Goodbye
1099 Problems
Will you accept this rose?
What's in a name?
Happy New Year!