Latest episodes of the podcast This Week in Wealth
The most important RIA stories of 2025
19/12/2025
The Robo Rapport
05/12/2025
It’s 2025. Do you know where your data is?
26/11/2025
One of the messiest divorces in RIA M&A
21/11/2025
A tale of two mega-RIAs
14/11/2025
Schwab, the belle of its own ball
07/11/2025
Schwab takes its ball back, Edelman sputters
17/10/2025
Under the shadow of Ares
10/10/2025
The biggest breakaway (ever?)
26/09/2025
Hightower's next act
18/09/2025
LPL retention rundown
05/09/2025
Inside a $60bn RIA mega-merger
29/08/2025
Cresset's institutional play
22/08/2025
The Raymond James exodus
15/08/2025
The Fastest-Growing RIAs in America
08/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.