Retention rundown

11/04/2025 18 min
Retention rundown

Listen "Retention rundown"

Episode Synopsis

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.