Letters From Larry

KEY TRENDS DEFINING WEALTH MANAGEMENT

Larry Roth shares his latest thoughts on what's shaping the wealth management space now and in the future.

Letters From Larry

Honoring M&A Leaders, Exploring Minority Investments, Behavioral Finance And More

Plus Our Investments And Deals & Recruiting Roundups; Cerulli On IBDs; World, MAI And Trilogy Hire Executives; Edelman Buys An RIA; And Cetera And IFG Recruit

By Larry Roth

/ 15 Oct 2025

Honoring M&A Leaders, Exploring Minority Investments, Behavioral Finance And More

Letters From Larry

Technology And Wealth Transfers, Agentic AI And Giving Back

Plus Our Deals & Recruiting Roundup, CAIS Expands Alts, Mid Penn Buys RIA, AmeriFlex And Sanctuary Recruit, Evergreen Launches And Raymond James Introduces ETFs

By Larry Roth

/ 8 Oct 2025

Technology And Wealth Transfers, Agentic AI And Giving Back

Letters From Larry

PE-RIA Relationships, Next Gen And ‘Second-Act’ Advisors, And Compliance Gaps

Plus Our Deals & Recruiting Roundup, Simplify And Vettafi’s Private Credit ETF, Wirehouse Breakaway OpenArc Partners With Dynasty And Schwab, Invest In Others Announces Winners And The Latest Patent Perspectives Column

By Larry Roth

/ 1 Oct 2025

Larry Roth, CEO, Wealth Solutions Report

Letters From Larry

Scalability Through Tech, Next Gen Advisors And BD Relationships With OSJs

Plus Our Deals & Recruiting And Wealthtech Roundups, Outsourcing Compliance, MAI’s Acquisition, Franklin Templeton’s Private Infrastructure Partnership, Compound Planning’s AI ‘Command Center’ And IFG’s Promotions

By Larry Roth

/ 24 Sep 2025

Letters From Larry

WealthLOGIQ’s Launch, The Legal Side Of M&A And Flexible Independence

Plus Our Deals & Recruiting And Investments Roundups, Outsourcing Compliance, Operational Excellence, Cerity And SEIA Buy Firms, Lincoln And Bain Start A Private Credit Fund, Sanctuary Recruits An Advisor And Casady Joins FMG

By Larry Roth

/ 17 Sep 2025

Letters From Larry

Execution As Alpha, Compliance Outsourcing And Semiliquids Get Rated

Plus Our Deals & Recruiting Roundup, Corient’s $214 Billion Expansion, Mercer’s Acquisitions, IFG’s Hire And Betterment’s Advisor Survey

By Larry Roth

/ 10 Sep 2025

Letters From Larry

Jersey Trouble, Mid-Sized RIAs Squeezed, And Choosing AI And Regtech Partners

Plus Our Deals & Recruiting Roundup, Unpacking The OBBBA, Cerulli On HNW Clients, Evolving Support Models, MAI And Evoke Combine, And Docupace Sets Out Agentic AI Roadmap

By Larry Roth

/ 3 Sep 2025

Letters From Larry

Asset Management Conferences, Direct Indexing And The OBBBA

Plus Our Wealthtech And Deals & Recruiting Roundups, ‘Tail Risk,’ Cambridge’s Agentic AI Tool, Sanctuary’s UBS Breakaway Recruit, Cresset’s Acquisition Creating A $200 Billion Firm, Merchant’s Latest Stake, Authentic Client Connection And Mariner’s Acquisitions

By Larry Roth

/ 27 Aug 2025

Letters From Larry

Avoiding First Time M&A Pitfalls And Behaviorally Aligned Portfolios

Plus Our Deals & Recruiting Roundup, FSI And Oxford Economics’ Survey On New Jersey Advisors, Osaic’s Credit Union Recruit, F2’s Survey On Custodians And Corient’s Acquisition

By Larry Roth

/ 20 Aug 2025

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

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

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Letters From Larry

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