Alex Steger

RT @Inv_Ecosystem: It was great to do a closed session on asset manager culture at the @CitywireProBuy due diligence event in Chicago. Her…

RT @CitywireRIA: Our editor @IanWenik welcomed a packed house at our #CitywireRIA CIO Summit this morning. We’ve now kicked off with our…

RT @IanWenik: Scoop for @CitywireRIA — CI Financial is acquiring $8.4bn RIA Avalon Advisors, according to sources with knowledge of the sit…

RT @AcesRose: Are active mutual fund managers facing the same quandary as Disney? @alexjsteger and I discuss >> https://t.co/cwratd5L8i

RT @AndrewFoerch: Alternative investment managers are having a hot moment in RIA M&A. My latest for @CitywireRIA (including a small deal sc…

RT @MichaelKitces: Surging Staff Exits Bedevil Busy SEC & other "Weekend Reading For Financial Planners (Jan 7-8)" - https://t.co/9crdrOEW…

RT @Garlandgoeswest: A live recording of ‘Mistakes Were Made’ has just kicked off with investment legend @HowardMarksBook at our @CitywireP…

RT @Inv_Ecosystem: what to do about employees' underwater equity (@Aon_plc) social investing networks (paper) investment team turnover (@…

RT @Garlandgoeswest: Calling RIAs! @HowardMarksBook & @ErikaMCheung are joining our San Francisco Alternatives Retreat on Thursday and Fr…

RT @CitywireProBuy: .@GQGPartners' Partners's star fund manager Rajiv Jain explains how an aversion to energy cost him big, why skin in the…

Huge news / scoop from @CitywireRIA and @IanWenik

Ian Wenik @IanWenik

New for @CitywireRIA — RIA service provider Dynasty Financial Partners has shelved its plans for an IPO, according to four sources with knowledge of the situation: https://t.co/ff67wAQ9ii

Top stories from @CitywireRIA / @CitywireProBuy today: 🥊Florida man fights ESG (https://t.co/xIj3GXEHcC) 💵Alera acquires $3bn Johnson Brunetti (https://t.co/l9hiRMwbxv) ⭐️PM Bill Nygren stepping off some Oakmark funds (https://t.co/saNlpyzT98)

RT @IanWenik: Exclusive — Fidelity RIA business head David Canter is leaving the custodian at the end of July, according to an email obtain…

RT @MarketBricoleur: Looks like thematic investments are here to stay, just not as core positions in allocators portfolios says Baird, Hunt…

RT @MichaelKitces: This is really a HUGE fine for Schwab. To put $187M in context, most robos only generate ~0.25% in fees. So that's the…

RT @SloleyChris: Big deal this one - @real_bill_gross joined me and @alexjsteger for the latest #MistakesWereMade ❌His biggest regret 🤝Why…

RT @mdc: i love targeted advertising https://t.co/S1dy2svaIR @alexjsteger @AcesRose (ps can i borrow "Negative Alpha Male" for the title o…