M&A, Valuations, and the Future of RIAs — A Conversation with Ian Wenik (EP.222)

Ready to hire an advisor? Whether it’s for retirement planning, proactive tax planning, or navigating complex financial decisions, see how our team at Placorp can help. Schedule a call with Peter now.

----- 

What’s it really like to cover the RIA and wealth management industry from the inside? 

In this episode, I talk with Ian Wenik, Editor at Citywire RIA, about his journey from sports writing to financial journalism, the challenges of running a newsroom, and the trends shaping the future of RIAs.

Listen now and learn:

► How Ian went from aspiring sportswriter to covering M&A and valuations in the RIA industry

► What a day in the life of a wealth management journalist actually looks like

► Why private equity, consolidation, and IPOs are reshaping the advisory landscape

► Red flags to watch for when consuming financial news — and how to spot AI-generated “slop”

 

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

[02:30] From sports writing to covering RIAs

[05:39] First impressions of wealth management

[06:44] Running the newsroom at Citywire

[08:09] Balancing breaking news and investigative features

[09:47] How Citywire finds and protects sources

[12:10] The evolution of RIAs since 2018

[13:51] The future of M&A and RIA valuations

[22:27] What content resonates most with advisors

[26:40] Where wealth management journalism is headed

[30:04] How to read financial news critically

 

Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

 

Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.