Listen "Halftime report"
Episode Synopsis
Alex and Ian look back at the most popular RIA news stories of H1 (there's a quiz and quiz music), check in on their own forecasts for 2025 (not a total bust), and discuss some of the more unexpected events of the year so far. Happy 4th of July listeners!
More episodes of the podcast This Week in Wealth
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A tale of two mega-RIAs
14/11/2025
Schwab, the belle of its own ball
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Schwab takes its ball back, Edelman sputters
17/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.