Retention rundown

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!

Alex, Ian and Sam discuss the latest developments in an ongoing legal dispute between Carson Group and a former marketing executive. They also break down robo-advisor Wealthfront's decision to pursue an IPO and LPL's attempts to keep Commonwealth advisors in the fold.

Using a poll of attendees at Citywire's San Diego CIO Summit as a jumping-off point, Alex, Ian and Sam discuss when — or if — an RIA will go public, why private credit is simultaneously both popular with and scary for wealth managers and a rollback of some SEC proposals…

Focus Financial Partners chief executive Michael Nathanson believes that RIAs are in a new era, that the 'age of the founder is coming to an end' and that aggregators need a new model. Alex, Ian and Andrew (plus a special, arguably unwanted, guest) discuss Nathanson's comments, map out how the…

Alex Steger, Ian Wenik and Alec Rich discuss their latest scoops on Pershing instituting a new asset-based fee for custodial clients, an explosive lawsuit between an Osaic client and his advisor-turned-ex-wife, and $8bn Wealthcare's agreement to sell itself to an insurance giant.