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Podcast: Blackstone's RIA deal plans, plus a prime seat at the fight for Morningstar Office users
Ian Wenik, Alex Steger, Alan Walsh, Alec Rich / Mar 14, 2025
This Week in Wealth is Citywire RIA's new weekly podcast breaking down the biggest stories in wealth management.
Alex Steger, Ian Wenik and Citywire RIA reporter Alec Rich recap Ian’s scoops on mega-private equity firm Blackstone pursuing a deal in the wealth management business and Pershing’s new RIA referral program. Plus, Alec discusses his new feature on the fight between RIA tech companies for clients of the sunsetting Morningstar Office.
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