Andrew Foerch is a reporter for Citywire, covering news and developments in the financial industry. With a focus on wealth management, investment firms, and fintech, Andrew provides insightful analysis and reporting on topics such as mergers and acquisitions, regulatory compliance, market trends, and investment strategies.
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Andrew’s coverage primarily focuses on the financial services industry, with an emphasis on private sector announcements and press releases. He frequently covers topics related to wealth management, investment, RIA (Registered Investment Advisor), and mergers & acquisitions.
Given this focus, Andrew would likely be interested in pitches that provide insights into trends within the financial services industry. Pitches offering perspectives from professionals involved in wealth management, investment strategies or those familiar with regulatory changes within these sectors could be well received.
As he often features private sector announcements and press releases in his articles, it is important for pitches to offer exclusive insights or data that can add depth to a story rather than simply reiterating public information.
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Bankers and lawyers are using personal goodwill sales to help W-2 and 1099 advisors monetize their practices at capital gains tax rates rather than ordinary income.
Citywire previously reported that the joint investment valued Fisher at 20-21x its earnings based off a trailing 12-month earnings figure of $600m.
A spokesperson for the upstart RIA custodian said the layoffs 'reflect our commitment to ensuring the best possible people are in every seat.'
SignalPoint Asset Management is the largest RIA to partner with Farther to date.
By: Andrew Foerch
Stuart Berrin claims that the company has continued to collect TD Ameritrade custody fees even after compelling advisors to move their client accounts to Schwab’s custody platform.
CG Financial Services has hired Army National Guard major general Scott Hiipakka in the newly created roles of president and chief operating officer.
VanceGray Wealth Management marks WEG's 22nd RIA acquisition of 2024.
Matthew Heckler has launched K2 Wealth Management. A former director at Focus Financial Partners-owned Telemus Capital has exited the firm
Mark Cavalier, Jonathan Smith and Gregory Weiss will help run a new Ashton Thomas office in San Francisco which will be a ‘hub’ for the firm’s growth on the west coast.
Bogart Wealth, which works with pensioners at Fortune 500 companies, is the first investment Constellation Wealth Capital has revealed in 2025.
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