ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Cresset's institutional play"
Episode Synopsis
Ian and — in his podcast return — Andrew Foerch discuss what Cresset's move to merge with $124bn investment consultancy Monticello Associates says about the industry-wide drive to acquire wealth assets which may not be under management and talk about how $25bn Homrich Berg's rebrand is a sign of how much the RIA industry has changed recently.
More episodes of the podcast This Week in Wealth
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
In God we trust