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.

Sale fail won't derail Edelman's financial engine

'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.

Share Sale fail won't derail Edelman's financial engine

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Sale fail won't derail Edelman's financial engine

Sale fail won't derail Edelman's financial engine

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