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.

Good Housekeeping

The Start of Summer Should Be An Opportunity To Do Some Business Housekeeping

By Larry Roth

/ 3 Jun 2021

The Plan That Knew Too Much

Wealth management firms and their financial advisors are fundamentally rethinking how many plans and practices have traditionally been approached – And that could be a great thing for the industry.

By Larry Roth

/ 26 May 2021

Glen Retail, Glen Alts

“Always Be Innovating” is completely replacing “Always Be Closing”

By Larry Roth

/ 20 May 2021

Growth Drivers and Barriers

Dear fellow WSR community members: Who among us hasn’t been chomping at the proverbial bit to get out, stretch our legs and resume “normal” business life after the last

By Larry Roth

/ 13 May 2021

Private Equity Vs. Spacs – Reader Voting Results

Our reader voting results are in for last month’s debate: “SPACs are extremely unlikely to traditional private equity as a popular structure for wealth management firms”

By Larry Roth

/ 6 May 2021

Private Equity Vs. Spacs – Reader Voting Results

WSR Celebrates AAPI Heritage Month

To our fellow WSR community members: Wealth Solutions Report has entered its second month of publication, which also happens to be Asian American & Pacific Islander (AAPI) Heritage Month. As

By Larry Roth

/ 6 May 2021

Big and Little Risks Everywhere

To our fellow WSR community members: We’re thrilled to publish our fourth weekly issue, wrapping up our first full month since the launch of Wealth Solutions Report (WSR)! It’

By Larry Roth

/ 29 Apr 2021

Earth Day and Festivus?

To fellow members of the WSR community: With so many big picture issues happening around us – the national vaccine rollout, social justice concerns, continued political polarization – recognizing Earth Day and

By Larry Roth

/ 22 Apr 2021

Top Newsmakers Roundup: Week Of 4/12/21

Each month, I select five to ten of the most interesting stories that I’ve read over the past month or so throughout the wealth management industry media. I tell

By Larry Roth

/ 15 Apr 2021

Letters from Larry: Welcome!

Dear Wealth Management Industry Professionals – Welcome to the inaugural issue of Wealth Solutions Report, a digital platform for insights, analysis and thought leadership for the wealth management space. As you

By Larry Roth

/ 6 Apr 2021

Larry Roth

Private Equity Vs. Spacs – Reader Voting Results

Top Newsmakers Roundup: Week Of 4/12/21

3 articles left!

Just one quick step