Retention rundown

Alex Steger and Ian Wenik do a deep dive into LPL Financial's $2.7bn acquisition of Commonwealth Financial Network: How Ian broke the story, what the immediate impact is around the industry, and who's in position to win (and lose) as the deal gets finalized.

In a packed studio, Alex Steger and Ian Wenik are joined by Citywire RIA senior reporter Sam Bojarski and reporter Lilly Riddle to discuss Charles Schwab and Fidelity's recent restrictions on money market ETF trading, a potential major deal for Focus and an RIA employee's big win on The Bachelor.

Alex Steger, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss the biggest takeaways from Ian and Andrew's trip to Miami for the Future Proof conference, including Andrew's one-on-one interview with Rise Growth Partners head Joe Duran and the panels the journalists moderated.

Citywire USA editor-in-chief Alex Steger, Citywire RIA editor Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss the rise of foreign investment in RIAs, the impending shift to Republican control of the SEC and the biggest themes they see playing out in the wealth management business in 2025.

Alex Steger, Ian Wenik and Sam Bojarski weigh in on RIA financier Focus Financial Partners' decision to rebrand its biggest affiliate as 'Focus Partners Wealth,' wealth managers monitoring their advisors' personal phones, and $38bn Steward Partners' decision to pursue a sale.