Alex Steger

5 days 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?

2 weeks 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?

1 month ago | citywire.com | Alec Rich |Alex Steger |Ian Wenik |Sam Bojarski

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

Alex Steger and Ian Wenik do a deep dive into LPL Financial’s $2.7bn acquisition of Commonwealth Financial Network. They discuss 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. Already have an account? Do you personally advise on or manage investments for clients?

1 month ago | citywire.com | Eva Thomas |Alex Steger |Ian Wenik |Sam Bojarski

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