LPL Captures Commonwealth This Week In Wealth podcast

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Curated Questions: Conversations Celebrating the Power of Questions!

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Curated Questions: Conversations Celebrating the Power of Questions Hosted by Ken Woodward, Curated Questions is a thought-provoking podcast that celebrates the art and science of asking profound questions. This podcast is for curious minds who understand that the right question can unlock new perspectives and drive personal growth. What to Expect Insightful Conversations: Experts from diverse fields share their journey in mastering the craft of inquiry, revealing how it has transformed their lives and careers. Practical Techniques: Gain valuable skills to improve your questioning abilities, applicable in both personal and professional settings. Thought-Provoking Topics: Explore how questions shape leadership, personal transformation, and societal discourse. Why Listen? In an age of abundant information, Curated Questions reminds us that true wisdom lies in asking better questions. This podcast will help you: 1. Enhance critical thinking 2. Improve communication 3. Gain new perspectives on complex issues 4. Develop a nuanced understanding of the world Join Ken Woodward and his guests as they explore the transformative power of thoughtful inquiry. Curated Questions is more than just a podcast – it's an invitation to embrace curiosity, challenge assumptions, and unlock your full potential through the art of asking better questions. Subscribe now and embark on a journey to master the craft of inquiry, one question at a time. Website: CuratedQuestions.com IG/Threads/YouTube: @CuratedQuestions

This Week in Wealth « »
LPL captures Commonwealth

about a year ago 15:49

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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.

… continue reading

19 episodes

#Trading #Business #Citywire #Investing #Wealth #IT Management #Adviser

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LPL captures Commonwealth

This Week in Wealth

published about a year ago

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Content provided by Citywire. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

… continue reading

19 episodes

#Trading #Business #Citywire #Investing #Wealth #IT Management #Adviser

All episodes

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1
An unobstructed view 25:25

1 day ago25:25

25:25

Alex Steger, Ian Wenik and Andrew Foerch look at what Hightower's first acquisition of 2025 means in the context of the company's history, discuss Citywire's new data project examining how much RIA employees get paid and recap last week's Citywire CIO Summit in Nashville.

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None of your (outside) business 22:21

9 days ago22:21

22:21

Alex Steger, Ian Wenik and Sam Bojarski break down Sam's feature on how a new proposal from Finra governing advisors' outside business has some up in arms, discuss Ian's latest scoop on LPL's battle to retain Commonwealth advisors and look at the current balance of power among custodians.

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Secondary concerns 18:39

15 days ago18:39

18:39

Alex Steger, Ian Wenik and Alec Rich discuss Ian's scoop on General Atlantic looking to move part of its investment in Creative Planning into a continuation vehicle, find out why it's getting more expensive to be a CFP, and examine a new PE deal in the RIA space.

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Feeding frenzy 20:31

23 days ago20:31

20:31

Alex Steger, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss Commonwealth Financial Network's push to get as many of its advisors to stay on board through its sale to LPL as possible as rivals circle, highlight one multi-billion dollar team which has already left, and provide an update on the legal battle between LPL and Ameriprise.…

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A tradition unlike any other 20:57

30 days ago20:57

20:57

With Alex Steger out, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss the made-for-Hollywood story of an RIA's CEO getting to participate in the Masters golf tournament, Ian's scoop on layoffs at Orion and Andrew's exclusive story on private equity firm CIVC Partners investing in a $10bn wealth manager.…

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Retention rundown 18:14

5 weeks ago18:14

18:14

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.

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LPL captures Commonwealth 15:49

6 weeks ago15:49

15:49

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.

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Money market machinations 14:34

7 weeks ago14:34

14:34

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.

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What's the plan for Joe Duran? 24:38

8 weeks ago24:38

24:38

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.

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Blackstone enters the fray 21:24

9 weeks ago21:24

21:24

Alex Steger, Ian Wenik and Citywire RIA reporter Alec Rich recap Ian's scoops on mega-private equity firm Blackstone pursuing a deal in the wealth management business and Pershing's new RIA referral program. Plus, Alec discusses his new feature on the fight between RIA tech companies for clients of the sunsetting Morningstar Office.…

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The $50,000 Question 18:43

10 weeks ago18:43

18:43

Alex Steger, Ian Wenik and Citywire RIA deputy editor Andrew Foerch (in his podcast debut!) discuss Andrew's scoop on the SEC offering $50,000 to its employees to quit and put LPL Financial's impending $4bn capital raise in context.

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"Ellevest's robo retreat" 18:26

11 weeks ago18:26

18:26

Alex Steger and Ian Wenik discuss Ellevest's decision to sell its robo-advisory unit to Betterment after raising more than $150m in venture capital money and a prominent Los Angeles RIA's choice to rebrand itself.

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Can you SEC what's coming? 18:28

12 weeks ago18:28

18:28

Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski go over the key takeaways from Sam's exclusive interview with SEC commissioner Hester Peirce and a Canadian multi-family office's decision to buy itself out of its deal with Focus Financial Partners.

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Client referrals aren't cheap 18:43

13 weeks ago18:43

18:43

Alex Steger, Ian Wenik and Citywire RIA reporter Alec Rich (in his podcast debut!) discuss Charles Schwab's decision to raise fees in its lucrative Schwab Advisor Network referral program and discuss what an RIA acquisition in America's chocolatiest town means for the dealmaking world at large.

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A Goldman Goodbye 17:08

14 weeks ago17:08

17:08

Alex Steger, Ian Wenik and Citywire RIA reporter Lilly Riddle reflect on Goldman Sachs' efforts to enter the RIA business following the departure of top wealth executive Larry Restieri and learn more about the advisor accused of defrauding clients to invest in a mini golf course.

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This Week in Wealth

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1099 Problems 17:55

15 weeks ago17:55

17:55

Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski cover Steward Partners' decision to halt recruitment of Form 1099 contractor advisors, Commonwealth Financial Network's pursuit of an institutional investor and the ongoing legal battle between mega-RIAs Edelman Financial Engines and Mariner Wealth Advisors.…

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This Week in Wealth

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Will you accept this rose? 18:24

16 weeks ago18:24

18:24

Alex Steger, Ian Wenik and Citywire RIA reporter Lilly Riddle discuss Envestnet's hire of a new permanent CEO, Focus Financial Partners' dividend recap and — most importantly — the RIA client service associate who will be competing on the latest season of "The Bachelor."

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This Week in Wealth

This Week in Wealth podcast artwork

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What's in a name? 19:41

17 weeks ago19:41

19:41

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.

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This Week in Wealth

This Week in Wealth podcast artwork

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Happy New Year! 18:25

18 weeks ago18:25

18:25

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.…

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