Alex Steger

1 week ago | citywire.com | Alex Steger |Ian Wenik |Alec Rich

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2 weeks ago | citywire.com | Alex Steger |Ian Wenik |Sam Bojarski |Alec Rich

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3 weeks ago | citywire.com | Alex Steger |Ian Wenik |Andrew Foerch |Sam Bojarski

Alex Steger, Ian Wenik, Andrew Foerch and Sam Bojarski discuss Mercer Advisors’ latest salvo in a sprawling legal battle related to ACG Wealth, an acquisition it made in 2021, but which has since soured into acrimony. They also explore Citywire’s exclusive research on RIAs’ working habits and find out what happened in Vegas (where Ian went to report on Osaic’s NXT conference). Already have an account? Do you personally advise on or manage investments for clients?

1 month ago | citywire.com | Alex Steger |Ian Wenik |Sam Bojarski |Alan Walsh

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. Already have an account? Do you personally advise on or manage investments for clients?

1 month ago | citywire.com | Alex Steger |Ian Wenik |Andrew Foerch |Alan Walsh

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 left, and provide an update on the legal battle between LPL and Ameriprise. P.S. As promised, here is to our ‘Steakhouse or RIA?’ quiz. Already have an account?