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

The Long Term Investor

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19d ago 32:33

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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 ⁠)

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