The $50,000 Question

Envestnet paid $750m to buy rival portfolio management software company Vestmark and is partially funding the deal by syndicating a new $625m term loan. These details and more came from investor materials viewed by Citywire. This Week in Wealth breaks down the numbers and looks at what the deal might…

Another week, another temporary restraining order against an advisor leaving one RIA to join another. The type of recruitment suits that were once the preserve of wirehouses has become a frequent occurrence between independent firms, with the latest involving Wealth Enhancement and RFG Advisory. This Week in Wealth delves into…

In an episode recorded on the conference floor at Schwab Impact, Dynasty Financial Partners CEO Shirl Penney joins This Week in Wealth to discuss the state of the RIA custody market, where the next big breakaways are coming from, and what will separate winning and losing firms in an era…

Ahead of next week’s Impact conference, This Week in Wealth runs the rule over Charles Schwab, which has had a busy seven days. In that span, it has started charging ETFs distribution fees and reported 55% growth in its own wealth management business, while still cementing its position as the…

Roughly 50% of Mercer Global Advisors’ net new client assets in the first two quarters of 2026 came from Charles Schwab’s and Fidelity’s custodial referral networks, according to investor materials viewed by Citywire. This Week in Wealth discusses how this statistic tallies with a previous claim by the firm’s CEO…