This Week in Wealth

Alex Steger, Ian Wenik, Andrew Foerch and Sam Bojarski discuss Mercer Advisors’ latest salvo in a sprawling legal battle related to ACG Wealth, an acquisition it made in 2021, but which has since soured into acrimony. They also explore Citywire’s exclusive research on RIAs’ working habits and find out what happened in Vegas (where Ian went to report on Osaic’s NXT conference).

Alex Steger, Ian Wenik and Andrew Foerch look at what Hightower's first acquisition of 2025 means in the context of the company's history, discuss Citywire's new data project examining how much RIA employees get paid and recap last week's Citywire CIO Summit in Nashville.

Alex Steger, Ian Wenik and Sam Bojarski break down Sam's feature on how a new proposal from Finra governing advisors' outside business has some up in arms, discuss Ian's latest scoop on LPL's battle to retain Commonwealth advisors and look at the current balance of power among custodians.

Alex Steger, Ian Wenik and Alec Rich discuss Ian's scoop on General Atlantic looking to move part of its investment in Creative Planning into a continuation vehicle, find out why it's getting more expensive to be a CFP, and examine a new PE deal in the RIA space.

Alex Steger, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss Commonwealth Financial Network's push to get as many of its advisors to stay on board through its sale to LPL as possible as rivals circle, highlight one multi-billion dollar team which has already left, and provide an update on the legal battle between LPL and Ameriprise.

With Alex Steger out, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss the made-for-Hollywood story of an RIA's CEO getting to participate in the Masters golf tournament, Ian's scoop on layoffs at Orion and Andrew's exclusive story on private equity firm CIVC Partners investing in a $10bn wealth manager.

Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss LPL's bid to keep Commonwealth's advisors in the fold, Ian's scoop on Goldman Sachs weighing a new RIA referral program, and the tariff chaos that's roiled markets.

Alex Steger and Ian Wenik do a deep dive into LPL Financial's $2.7bn acquisition of Commonwealth Financial Network: How Ian broke the story, what the immediate impact is around the industry, and who's in position to win (and lose) as the deal gets finalized.

In a packed studio, Alex Steger and Ian Wenik are joined by Citywire RIA senior reporter Sam Bojarski and reporter Lilly Riddle to discuss Charles Schwab and Fidelity's recent restrictions on money market ETF trading, a potential major deal for Focus and an RIA employee's big win on The Bachelor.

Alex Steger, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss the biggest takeaways from Ian and Andrew's trip to Miami for the Future Proof conference, including Andrew's one-on-one interview with Rise Growth Partners head Joe Duran and the panels the journalists moderated.