Larry Roth

As founder and CEO, Larry Roth guides Wealth Solutions Report's direction and provides wealth industry commentary. Former CEO of Advisor Group (Osaic) and Cetera. Founder and Managing Partner of Ascentix Partners and board member at wealth firms.

Letters From Larry

We Honor Top Capital Partners And The Ascentix Network Launches

Plus Our Investments And Deals & Recruiting Roundups, LPL’s New HR Head, mFORCE’s Partnership, GeoWealth’s Fundraising, Arax’s $1 Billion Acquisition, FINNY’s New Capabilities, Next Gen Development And CAIS’ Private Credit Index

By Larry Roth

/ 13 Aug 2025

Larry Roth, CEO, Wealth Solutions Report

Letters From Larry

Honoring Industry Storytellers And Helping Clients Avoid UHNW Scams

Plus Our Deals & Recruiting Roundup, A $2.3 Billion Ameriprise Breakaway, Amplius’ Tax-Advantaged ETF, GTCR Will Buy FMG, Cherry Creek’s New Hire, Savvy’s Recruits, Choreo’s New Chief Growth Officer And Mercer’s $1.2 Billion Acquisition

By Larry Roth

/ 6 Aug 2025

Letters From Larry

AI And HR, Regtech For Small Teams And 401(k) Cash-Outs

Plus Our Deals & Recruiting Roundup And AssetMark’s Private Markets Expansion

By Larry Roth

/ 30 Jul 2025

Letters From Larry

M&A Spotlight Shifts, Breaking Down The Big Beautiful Bill And Embracing Tech

Plus Our Wealthtech And Deals & Recruiting Roundups, The Invest In Others Finalists, WCG Launching Its Advisory Board, SFA’s Latest Promotion, Masttro Teaming With Arch And Vestmark’s UMA With Blackrock, Dynasty And iCapital

By Larry Roth

/ 23 Jul 2025

Capital Connections

Why RIAs Have Replaced Broker-Dealers As The Darlings Of M&A

Experts From Merchant, DeVoe, Integrated, Alaris And Bridgemark Discuss Private Equity’s Shift To RIAs

By Larry Roth

/ 21 Jul 2025

Letters From Larry

This Year’s CMO 5 And The Intersection Of Marketing And M&A

Plus Our Deals & Recruiting And Investments Roundups, M&A Conferences, Serving Neurodiverse Clients, Litigation Wisdom, Fi3’s Partnership With Opto, Modern’s Acquisition, Constellation’s Stake In Merit, Sanctuary’s Recruit And iCapital’s Fundraising

By Larry Roth

/ 16 Jul 2025

Letters From Larry

Estate Planning, Overcoming Challenges And Advisors Approaching Retirement

Plus Our Deals & Recruiting Roundup, Mercer’s Acquisition, Sanctuary’s Recruit, Orion And iCapital’s Partnership, Moors & Cabot’s 135th Anniversary And Fidelis’ New Hire

By Larry Roth

/ 9 Jul 2025

Letters From Larry

Top Recruiters, Independence Or W-2, And Succession Gaps

Plus Our Deals & Recruiting Roundup, Optionality For UHNWs, Consolidating Regtech Vendors, RFG Launches ETFs, Apollon Recruits From Janney, World’s Tech Tools, CAIS’ Model Portfolios And Allworth’s Acquisitions

By Larry Roth

/ 2 Jul 2025

Letters From Larry

Pooled Employer Plans, Ascendant Alts And Embracing Change

Plus Our Wealthtech And Deals & Recruiting Roundups, Osaic’s $13.5 Billion Purchase, Beacon Buys Astor And Kalbaugh Joins WCG

By Larry Roth

/ 25 Jun 2025

Letters From Larry

‘Data Is The New Oil,’ Rapid AI-Driven Change And Lead Engagement

Plus Oppenheimer On Bonds, Bluespring’s Acquisition From Kestra, Sanctuary’s Wirehouse Recruit, ‘Onchain’ Hedge Fund Strategies, Cetera’s RIA And Branches Channel, And Our Investments And Deals & Recruiting Roundups

By Larry Roth

/ 18 Jun 2025

Letters From Larry

Wealthtech Reaches The Mass Affluent, Building The C-Suite And Estate Tech

Plus Multi-Billion Deals By Coldstream, Arax, Mercer And Sammons, And VanEck’s Alts ETF

By Larry Roth

/ 11 Jun 2025

Wealthtech

Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent

Wealthtech And AI Experts From Oasis, Orion, CogniCor And AcquireUp Discuss How Wealthtech Improves Client Support And Operations At Scale, And Address Robinhood’s Low-Fee Robo

By Larry Roth

/ 9 Jun 2025

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Larry Roth

Why RIAs Have Replaced Broker-Dealers As The Darlings Of M&A

Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent

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