Debt Deal Deep Dive

18/07/2025 22 min
Debt Deal Deep Dive

Listen "Debt Deal Deep Dive"

Episode Synopsis

Alex Steger and Ian Wenik walk through Osaic's $4.3bn debt capital raise, which allowed Citywire RIA readers and listeners to get a rare look inside the financial terms of a large RIA acquisition, along with AllianceBernstein's efforts to acquire an RIA. Plus, Alec Rich joins to the show to recap a new lawsuit filed against Edelman Financial Engines by a woman who claims she is the victim of a crypto scam.