The most played episodes among Podcast App listeners.

1. 1
   Number 1: Decoding an RIA tech mega-merger

   Ian and Alex fire up the transatlantic telegraph cable to break down Envestnet’s deal for Vestmark (news that Citywire RIA readers saw before anyone else). They also discuss New York City-based RIA Savvy Wealth raising $100m via a Series C funding round and Schwab Wealth Advisory hiking fees for certain clients.

   September 11, 2026·22min
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2. 2
   Number 2: Josh Brown: Financial advisors' steroid era is over

   Ritholtz Wealth Management CEO Josh Brown joins Ian and Alex to discuss his take that the ‘steroid era’ is over for advisors. He argues advisors who have based their growth on rankings, low rates, and referrals (from custodians) are in for a rude awakening. This episode was recorded minutes after it was announced that Vanguard had agreed to acquire RIA custodian Altruist. As a client of and shareholder in Altruist, Brown also gives his insights on the deal and what it might mean for the wealth management industry.

   August 28, 2026·53min
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3. 3
   Number 3: AI comes for RIAs (in a good way!)

   Artificial intelligence company Anthropic is creating a menu of wealth managers to service its employees following its initial public offering later this year, which could be a huge boon to any RIA that makes the list. Ian unpacks his scoop, explaining what Anthropic has asked of wealth managers and how the firm’s approach differs from the one taken by a group of SpaceX employees earlier this year. Andrew also joins the pod to discuss Bain’s plans to reinvest in mega-RIA Carson Group, extending a bet it first made in 2021, and the team squeezes in a section on Schwab hiking new client minimums for long-short SMAs to $10m. It really has been a summer of scoops!

   September 04, 2026·21min
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4. 4
   Number 4: Schwab takes its ball back (again)

   For the second time in a year, Charles Schwab is more than doubling the AUM threshold at which it will refer brokerage clients to RIAs in its lucrative Schwab Advisor Network. Ian Wenik and Alex Steger are joined by a scoop of reporters to unpack one of the biggest wealth management stories of the year. The team also dives back into Citywire's 2026 50 Growers report to explore some of the smaller firms to make the list, as well as those powering ahead without the help of outside capital.

   August 21, 2026·31min
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   Number 5: ‘Backstabbing, blackmail and betrayal’: Inside a $14bn Tamp’s sensational suit

   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.

   May 22, 2026·34min
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