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| Episode | Date |
|---|---|
|
Who might buy DFA? What's the state of advisor pay?
|
May 29, 2026 |
|
‘Backstabbing, blackmail and betrayal’: Inside a $14bn Tamp’s sensational suit
|
May 22, 2026 |
|
Where hybrids are headed
|
May 15, 2026 |
|
Bumps in the road
|
May 08, 2026 |
|
What’s next for the original RIA aggregator?
|
May 01, 2026 |
|
The winners and losers in advisor recruitment
|
Apr 24, 2026 |
|
Who’s been busy buying RIAs?
|
Apr 17, 2026 |
|
The Batnick breakdown
|
Apr 09, 2026 |
|
Meet the ex-Yankee taking a swing at running his own RIA
|
Apr 02, 2026 |
|
Commonwealth beats the SEC, no degree for the CFP?
|
Mar 27, 2026 |
|
Edelman offers planners stock; RIAs hit by cyber shock
|
Mar 20, 2026 |
|
The Americans are coming ... for British wealth managers
|
Mar 13, 2026 |
|
2 mega-RIAs, 2 very different deals
|
Mar 06, 2026 |
|
Goldman goes long (and short) to win Fidelity biz, plus LPL and AlTi updates
|
Feb 27, 2026 |
|
LPL brings the pain, Cerity Partners makes it rain
|
Feb 20, 2026 |
|
Wealth management’s DeepSeek moment?
|
Feb 13, 2026 |
|
Ritholtz sells shares to team, LPL’s retention dream, an RIA and an NHL team
|
Feb 06, 2026 |
|
Sale fail won't derail Edelman's financial engine
|
Jan 30, 2026 |
|
Hightower weighs pay changes, Cresset raises $300m
|
Jan 23, 2026 |
|
SEC gives RIAs a late Christmas present
|
Jan 16, 2026 |
|
Goldman giveth, Mercer ups minimums, will Blackstone buy an RIA?
|
Jan 09, 2026 |
|
The most important RIA stories of 2025
|
Dec 19, 2025 |
|
Cetera CEO talks RIAs, M&A and that Commonwealth letter
|
Dec 12, 2025 |
|
The Robo Rapport
|
Dec 05, 2025 |
|
It’s 2025. Do you know where your data is?
|
Nov 26, 2025 |
|
One of the messiest divorces in RIA M&A
|
Nov 21, 2025 |
|
A tale of two mega-RIAs
|
Nov 14, 2025 |
|
Schwab, the belle of its own ball
|
Nov 07, 2025 |
|
Stifel slams the door on sale talks... or does it?
|
Oct 31, 2025 |
|
How the RIA industry's most prolific banker views the M&A market
|
Oct 24, 2025 |
|
Schwab takes its ball back, Edelman sputters
|
Oct 17, 2025 |
|
Under the shadow of Ares
|
Oct 10, 2025 |
|
Merrill went down to Georgia ... and got denied a TRO
|
Oct 03, 2025 |
|
The biggest breakaway (ever?)
|
Sep 26, 2025 |
|
Hightower's next act
|
Sep 18, 2025 |
|
Here’s what you need to know before selling your RIA
|
Sep 12, 2025 |
|
LPL retention rundown
|
Sep 05, 2025 |
|
Inside a $60bn RIA mega-merger
|
Aug 29, 2025 |
|
Cresset's institutional play
|
Aug 22, 2025 |
|
The Raymond James exodus
|
Aug 15, 2025 |
|
The Fastest-Growing RIAs in America
|
Aug 08, 2025 |
|
Minority Report
|
Aug 01, 2025 |
|
Peter Mallouk talks crazy deals, declining multiples and life as a clubbie
|
Jul 24, 2025 |
|
Debt Deal Deep Dive
|
Jul 18, 2025 |
|
Peering over the edge of the cliff
|
Jul 11, 2025 |
|
Halftime report
|
Jul 03, 2025 |
|
Carson's contentious court case
|
Jun 27, 2025 |
|
IPO intimations
|
Jun 20, 2025 |
|
A new era for RIAs
|
Jun 13, 2025 |
|
There's no such thing as a free lunch
|
Jun 06, 2025 |
|
Orion plays board games
|
May 30, 2025 |
|
Mercer’s messy divorce
|
May 23, 2025 |
|
An unobstructed view
|
May 16, 2025 |
|
None of your (outside) business
|
May 09, 2025 |
|
Secondary concerns
|
May 02, 2025 |
|
Feeding frenzy
|
Apr 25, 2025 |
|
A tradition unlike any other
|
Apr 18, 2025 |
|
Retention rundown
|
Apr 11, 2025 |
|
LPL captures Commonwealth
|
Apr 04, 2025 |
|
Money market machinations
|
Mar 28, 2025 |
|
What's the plan for Joe Duran?
|
Mar 21, 2025 |
|
Blackstone enters the fray
|
Mar 14, 2025 |
|
The $50,000 Question
|
Mar 07, 2025 |
|
"Ellevest's robo retreat"
|
Feb 28, 2025 |
|
Can you SEC what's coming?
|
Feb 21, 2025 |
|
Client referrals aren't cheap
|
Feb 14, 2025 |
|
A Goldman Goodbye
|
Feb 06, 2025 |
|
1099 Problems
|
Jan 31, 2025 |
|
Will you accept this rose?
|
Jan 24, 2025 |
|
What's in a name?
|
Jan 17, 2025 |
|
Happy New Year!
|
Jan 10, 2025 |