Can you SEC what's coming?

For our penultimate episode of 2025, This Week in Wealth is joined by Cetera Financial Group CEO Mike Durbin, who discusses everything from the firm’s efforts to recruit Commonwealth advisors to the importance of M&A for growth. In both instances, it’s a case of watch this space! He also explains…

When robo-advisors first arrived, they were supposed to be an existential threat to the traditional wealth management industry. But It didn't quite work out that way. Alex, Ian and Alec discuss a few timely events in the robo business, as two of the sector's biggest businesses — Wealthfront and Betterment…

Alec Rich, Ian Wenik and Alex Steger discuss Citywire’s recent scoop on Mobile Assistant, a transcription service for advisors, which floated (and ultimately decided against) using anonymized historical data to train a wealth-focused AI tool. The story is interesting for a number of reasons, not least because it raises questions…

Andrew, Ian and Alex discuss the end of a two-year legal saga between Mercer and ACG Wealth, a $1.3bn shop that the mega-RIA acquired in 2021. The deal quickly soured leading to claims and counterclaims over missing revenue, lower payouts, golf days and defamation. The team recap one of the…

Ian, Sam and Alex discuss the quiet rise of $580bn RIA Wealthspire, which this week unveiled its new C-suite following its re-acquisition by PE backer Madison Dearborn and subsequent merger with three other businesses. The team also looks at another wealth giant, $89bn AlTi Global. The firm is also a…