Best Peter Mallouk Podcasts (2025)

1
Peter Mallouk talks crazy deals, declining multiples and life as a clubbie 34:17

29d ago34:17

34:17

Creative Planning CEO Peter Mallouk joins This Week in Wealth to discuss the state of RIA M&A, how his own role has evolved, and what’s next for his $370bn firm. Mallouk, who has completed scores of acquisitions, including the 2023 deal for Goldman Sachs Personal Financial Management, explains why there is still plenty of PE money chasing RIAs but …

1
The Raymond James exodus 29:50

7d ago29:50

29:50

Alex, Ian and Alec Rich discuss three major Citywire RIA exclusives: Alec’s scoop on a flood of exits from Raymond James’s custody unit, Ian’s discovery that Hightower founder Elliot Weissbluth is returning to the wealth business and a new feature highlighting the fastest-growing RIAs under $1bn in assets.…

1
The Fastest-Growing RIAs in America 19:22

14d ago19:22

19:22

Alex Steger, Ian Wenik and Alec Rich do a deep dive into one of Citywire’s biggest projects: 50 Growers Across America. The trio discuss how they identified the fastest-growing RIAs in the country, how those firms beat the competition and their relationships with institutional investors.By Citywire

1
Minority Report 16:34

21d ago16:34

16:34

Alex Steger and Ian Wenik do a deep dive into why so many new RIA-focused minority investors have popped up in recent years, what they're offering and why sellers might like them to traditional options such as private equity firms and strategic acquirers.By Citywire

1
Concentration Risk, U.S. vs. International and the Bond Market Warning 11:57

22d ago11:57

11:57

We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we should be concerned about concentration risk or if having a top-heavy market is a common phenomenon. Plus, hear why you might consider contributing to …

1
Debt Deal Deep Dive 22:47

1M ago22:47

22:47

Alex Steger and Ian Wenik walk through Osaic's $4.3bn debt capital raise, which allowed Citywire RIA readers and listeners to get a rare look inside the financial terms of a large RIA acquisition, along with AllianceBernstein's efforts to acquire an RIA. Plus, Alec Rich joins to the show to recap a new lawsuit filed against Edelman Financial Engine…

1
Peering over the edge of the cliff 21:19

1M ago21:19

21:19

Ian Wenik and Alec Rich come back from the long weekend to discuss how a new survey from AdvisorPro sheds light on the looming demographic crisis RIAs face and recap how Merit Financial Advisors grew to $20bn and secured a new investment from Constellation Wealth Capital.By Citywire

1
Halftime report 27:21

2M ago27:21

27:21

Alex and Ian look back at the most popular RIA news stories of H1 (there's a quiz and quiz music), check in on their own forecasts for 2025 (not a total bust), and discuss some of the more unexpected events of the year so far. Happy 4th of July listeners!By Citywire

1
Keys to a Happier Life 16:55

2M ago16:55

16:55

In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. Peter and Jonathan share these insights and more as they discuss the keys to a happier life. Plus, learn why you might consider consulting or working part time during retirement. Hosted by Creative Planning’s Directo…

1
Carson's contentious court case 27:54

2M ago27:54

27:54

Alex, Ian and Sam discuss the latest developments in an ongoing legal dispute between Carson Group and a former marketing executive. They also break down robo-advisor Wealthfront's decision to pursue an IPO and LPL's attempts to keep Commonwealth advisors in the fold.By Citywire

1
IPO intimations 27:44

2M ago27:44

27:44

Using a poll of attendees at Citywire's San Diego CIO Summit as a jumping-off point, Alex, Ian and Sam discuss when — or if — an RIA will go public, why private credit is simultaneously both popular with and scary for wealth managers and a rollback of some SEC proposals which had garnered major coverage.…

1
A new era for RIAs 26:21

2M ago26:21

26:21

Focus Financial Partners chief executive Michael Nathanson believes that RIAs are in a new era, that the 'age of the founder is coming to an end' and that aggregators need a new model. Alex, Ian and Andrew (plus a special, arguably unwanted, guest) discuss Nathanson's comments, map out how the RIA industry has evolved and forecast where things will…

1
There's no such thing as a free lunch 23:52

3M ago23:52

23:52

Alex Steger, Ian Wenik and Alec Rich discuss their latest scoops on Pershing instituting a new asset-based fee for custodial clients, an explosive lawsuit between an Osaic client and his advisor-turned-ex-wife, and $8bn Wealthcare's agreement to sell itself to an insurance giant.By Citywire

1
The Federal Budget Deficit 15:21

3M ago15:21

15:21

With the recent downgrade on U.S. government debt by Moody’s and a tax bill making its way through Congress that’s projected to widen the federal deficit by a quarter trillion dollars per year over the next decade, how worried should we be about the federal government budget deficit? Peter and Jonathan discuss the deficit, its possible consequences…

1
Orion plays board games 24:52

3M ago24:52

24:52

Alex Steger, Ian Wenik, Sam Bojarski and Alec Rich recap recent Citywire scoops on Orion founder Eric Clarke leaving the tech company's board, a wave of layoffs at LPL acquisition Atria Wealth Solutions and the changing dynamics within the SEC.By Citywire

1
Mercer’s messy divorce 25:43

3M ago25:43

25:43

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 repor…

1
An unobstructed view 25:25

3M ago25:25

25:25

Alex Steger, Ian Wenik and Andrew Foerch look at what Hightower's first acquisition of 2025 means in the context of the company's history, discuss Citywire's new data project examining how much RIA employees get paid and recap last week's Citywire CIO Summit in Nashville.By Citywire

1
None of your (outside) business 22:21

4M ago22:21

22:21

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.By Citywire

1
Secondary concerns 18:39

4M ago18:39

18:39

Alex Steger, Ian Wenik and Alec Rich discuss Ian's scoop on General Atlantic looking to move part of its investment in Creative Planning into a continuation vehicle, find out why it's getting more expensive to be a CFP, and examine a new PE deal in the RIA space.By Citywire

1
Seizing Opportunities Amid Market Volatility 10:26

4M ago10:26

10:26

Why do many feel this year’s stock market volatility rivals much worse declines of the past? And why are the market’s moments of weakness such a gift for the individual investor? Peter and Jonathan answer these questions and provide their tips for the month. Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and Presi…

1
Feeding frenzy 20:31

4M ago20:31

20:31

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 already left, and provide an update on the legal battle between LPL and Ameriprise.…

1
A tradition unlike any other 20:57

4M ago20:57

20:57

With Alex Steger out, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss the made-for-Hollywood story of an RIA's CEO getting to participate in the Masters golf tournament, Ian's scoop on layoffs at Orion and Andrew's exclusive story on private equity firm CIVC Partners investing in a $10bn wealth manager.…

1
Retention rundown 18:14

4M ago18:14

18:14

Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss LPL's bid to keep Commonwealth's advisors in the fold, Ian's scoop on Goldman Sachs weighing a new RIA referral program, and the tariff chaos that's roiled markets.By Citywire

1
LPL captures Commonwealth 15:49

5M ago15:49

15:49

Alex Steger and Ian Wenik do a deep dive into LPL Financial's $2.7bn acquisition of Commonwealth Financial Network: 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.By Citywire

1
U.S. Stocks: Where Do We Go From Here? 12:34

5M ago12:34

12:34

The U.S. stock market has had a rocky start to the year, with some indexes falling more than 10%. Peter and Jonathan discuss what triggered the decline and whether share prices are likely to struggle in the months ahead. Plus, each gives their tip of the month. Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and Pr…

1
Money market machinations 14:34

5M ago14:34

14:34

In a packed studio, Alex Steger and Ian Wenik are joined by Citywire RIA senior reporter Sam Bojarski and reporter Lilly Riddle to discuss Charles Schwab and Fidelity's recent restrictions on money market ETF trading, a potential major deal for Focus and an RIA employee's big win on The Bachelor.By Citywire

1
What's the plan for Joe Duran? 24:38

5M ago24:38

24:38

Alex Steger, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss the biggest takeaways from Ian and Andrew's trip to Miami for the Future Proof conference, including Andrew's one-on-one interview with Rise Growth Partners head Joe Duran and the panels the journalists moderated.By Citywire

1
Blackstone enters the fray 21:24

5M ago21:24

21:24

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.…

1
The $50,000 Question 18:43

6M ago18:43

18:43

Alex Steger, Ian Wenik and Citywire RIA deputy editor Andrew Foerch (in his podcast debut!) discuss Andrew's scoop on the SEC offering $50,000 to its employees to quit and put LPL Financial's impending $4bn capital raise in context.By Citywire

1
All About Alternatives 13:37

6M ago13:37

13:37

Peter and Jonathan discuss what defines an “alternative investment” and what investors can potentially get from these assets that they can't get elsewhere. Plus, a reminder to keep politics out of your portfolio and why it might be worth taking a second look at your tax return. Hosted by Creative Planning’s Director of Financial Education, Jonathan…

1
"Ellevest's robo retreat" 18:26

6M ago18:26

18:26

Alex Steger and Ian Wenik discuss Ellevest's decision to sell its robo-advisory unit to Betterment after raising more than $150m in venture capital money and a prominent Los Angeles RIA's choice to rebrand itself.By Citywire

1
Can you SEC what's coming? 18:28

6M ago18:28

18:28

Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski go over the key takeaways from Sam's exclusive interview with SEC commissioner Hester Peirce and a Canadian multi-family office's decision to buy itself out of its deal with Focus Financial Partners.By Citywire

1
Client referrals aren't cheap 18:43

6M ago18:43

18:43

Alex Steger, Ian Wenik and Citywire RIA reporter Alec Rich (in his podcast debut!) discuss Charles Schwab's decision to raise fees in its lucrative Schwab Advisor Network referral program and discuss what an RIA acquisition in America's chocolatiest town means for the dealmaking world at large.By Citywire

1
A Goldman Goodbye 17:08

7M ago17:08

17:08

Alex Steger, Ian Wenik and Citywire RIA reporter Lilly Riddle reflect on Goldman Sachs' efforts to enter the RIA business following the departure of top wealth executive Larry Restieri and learn more about the advisor accused of defrauding clients to invest in a mini golf course.By Citywire

1
How Trump Administration Policies May Affect the Economy 13:17

7M ago13:17

13:17

The Trump administration has issued a flurry of proposals and pronouncements affecting trade, taxes, immigration, energy policy and more. What might these mean for the economy and financial markets moving forward? Plus, Peter and Jonathan share tips for teaching young children to value money and helping teenagers understand paycheck deductions. Hos…

1
1099 Problems 17:55

7M ago17:55

17:55

Alex Steger, Ian Wenik and Citywire RIA senior reporter Sam Bojarski cover Steward Partners' decision to halt recruitment of Form 1099 contractor advisors, Commonwealth Financial Network's pursuit of an institutional investor and the ongoing legal battle between mega-RIAs Edelman Financial Engines and Mariner Wealth Advisors.…

1
How Avoiding Costly Mistakes Can Help You Achieve Financial Success 46:21

7M ago46:21

46:21

On our final episode, we’re using the NFL Conference Championship games to draw the parallels between winning on the field and achieving financial victory. Inspired by the wisdom of legendary football coach Jimmy Johnson and the insights of our President and CEO Peter Mallouk, this episode shares strategies for avoiding costly mistakes when it come…

1
Will you accept this rose? 18:24

7M ago18:24

18:24

Alex Steger, Ian Wenik and Citywire RIA reporter Lilly Riddle discuss Envestnet's hire of a new permanent CEO, Focus Financial Partners' dividend recap and — most importantly — the RIA client service associate who will be competing on the latest season of "The Bachelor."By Citywire

1
Financial Clarity for a Smarter 2025 46:40

7M ago46:40

46:40

This week, we’re exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. We also cover strategies for handling financial setbacks, such as natural disasters, and feature a market recap with Chief Investment Officer Jamie Battmer, di…

1
What's in a name? 19:41

7M ago19:41

19:41

Alex Steger, Ian Wenik and Sam Bojarski weigh in on RIA financier Focus Financial Partners' decision to rebrand its biggest affiliate as 'Focus Partners Wealth,' wealth managers monitoring their advisors' personal phones, and $38bn Steward Partners' decision to pursue a sale.By Citywire

1
Tax Blunders to Avoid in 2025 46:05

7M ago46:05

46:05

The start of a new year is often a time of personal or professional change. But before you dive into making changes, it's important to understand their tax consequences so that you can avoid making tax blunders in 2025 that could have a long-term impact on your financial future. We also welcome back to the show a guest favorite and remember and cel…

1
Happy New Year! 18:25

7M ago18:25

18:25

Citywire USA editor-in-chief Alex Steger, Citywire RIA editor Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss the rise of foreign investment in RIAs, the impending shift to Republican control of the SEC and the biggest themes they see playing out in the wealth management business in 2025.…

1
Investing Resolutions to Kick Off 2025 45:24

8M ago45:24

45:24

As we set new financial goals and resolutions for the year, this week's episode explores the concept of resolutions and how to apply it to your 2025 investing strategy. We also share some quick money moves you could prioritize immediately so that you can start the year off right.By Kenny Gatliff, John Hagensen, Creative Planning, Jonathan Clements, Charlie Bilello, Peter Mallouk

1
Financial Resolutions for 2025 10:59

8M ago10:59

10:59

With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements. Hosted by Creative Planning’s Director of Financial Education, Jon…

1
Estate Planning for Blended Families and Other Unique Situations 48:53

8M ago48:53

48:53

As we head into the final days of the holiday season, this week’s episode makes the correlation between unique holiday traditions and unique family circumstances to discuss the vital topic of estate planning, including the importance of getting it right for blended families. We also share a favorite tradition that exhibits a fresh perspective on ta…

1
Financial Advice for American Expats and Cross-Border Families 45:58

8M ago45:58

45:58

Living abroad has become an increasingly popular concept, but there are many intricacies people don't consider when making the decision. On this week’s episode, we’re joined by Partner and Director of International Investments Peter Sengelmann to discuss financial considerations you should be aware of before making the move. If moving or retiring a…

1
Should You Consider Family Office Services? 46:32

9M ago46:32

46:32

On this week’s episode, we’re exploring the concept of family office services — and to help us do that, we welcome Partner and Private Wealth Manager Brenna Saunders from Creative Planning’s ultra-affluent team. We also explore the growing importance of impact investing and how families are aligning their wealth strategies with values that create p…

1
A Highlight Reel of Our Favorite Financial Insights 46:30

9M ago46:30

46:30

We’re talking about one of the most important topics in personal finance: advice. This week’s episode also includes a highlight reel of insights from some of our favorite interviews. You’ll hear playbacks from special guests Peter Mallouk, Charlie Bilello, Dan Pallesen, Candace Varner and others, covering behavioral finance, investing, retirement a…

1
What Investors Can Expect in 2025 17:43

9M ago17:43

17:43

With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what investors can reasonably expect. Plus, a reminder to practice gratitude and what to look for before making a lump-sum investment in a stock fund withi…

1
The Financial Impact of Gratitude: An Interview With Creative Planning CEO Peter Mallouk 47:14

9M ago47:14

47:14

With Thanksgiving just days away, this week’s episode serves as a reminder of the importance of reflection and gratitude and how these two elements enhance your financial life. We welcome Creative Planning President and CEO @PeterMallouk to the show to help deliver this message, discuss the financial industry and its future, and provide his persona…

Podcasts Worth a Listen

Peter Mallouk Podcasts

Podcasts Worth a Listen

Quick Reference Guide