Letters From Larry

Larry Roth shares his thoughts and recaps the latest stories

Letters From Larry

Contrarian Views On China, Modern Portfolio Theory And More

Plus Deals & Recruiting, Our Investments Roundup, Hightower’s M&A, Marketing Trends, Advisor Recruiting In 2024, And Atria’s FI Partnerships

By Larry Roth

/ 17 Jan 2024

Contrarian Views On China, Modern Portfolio Theory And More

Letters From Larry

Greener Pastures Beyond The Wirehouse

Plus Our Monthly Wealthtech Roundup And Weekly News Roundup, CoastalOne Is Now Realta, Mercer’s Acquisition, And Finding Organic Growth

By Larry Roth

/ 9 Jan 2024

Letters From Larry

Welcoming 2024, Plus The Best Of 2023

WSR’s Top 10 Stories For 2023, How Wealthtech Has Changed And Will Change Advisors’ Work, And Our Weekly Recruitment Roundup In the days of paper calendars, there was a

By Larry Roth

/ 2 Jan 2024

Letters From Larry

Wealthtech At The Fore In 2024

My Take On The Year’s Biggest Wealthtech Trends, Changing Tech Stacks, Client Demands Push Data Forward, Cybercriminals Weaponize The SEC, Managed Account Tech And Our Weekly Recruitment Roundup

By Larry Roth

/ 27 Dec 2023

Letters From Larry

Next Year’s Trends For Family Offices And More

2024 Outlooks For Family Offices, Alts And M&A, Plus Tuck-Ins, AI, Osaic’s $108 Billion Deal, The Great Wealth Transfer, Charity Grants, Recruiting News And More

By Larry Roth

/ 20 Dec 2023

Next Year’s Trends For Family Offices And More

Letters From Larry

Calling Out Excellence In Operations Leadership

The Top Wealth Management COOs And Coverage From The MarketCounsel Summit, Plus Advancing Women Clients, Weekly Recruiting, NewEdge’s UHNW Move, Tuck-Ins And Staying Off The Sidelines

By Larry Roth

/ 13 Dec 2023

Calling Out Excellence In Operations Leadership

Letters From Larry

Active Regulators Stir The Pot For 2024

Plus Recruiting And Wealthtech News, Marcoms, Advisor Self-Care, The Outlook For Small-To-Midsize Firms, Liability Management, PR Firm Expansion, An Advisor Network Launch, LaSalle And Commonwealth Recruiting, And Is AI A Bubble?

By Larry Roth

/ 6 Dec 2023

Letters From Larry

Finding The Right Fit In An M&A Partner

Plus Weekly Recruiting News, Osaic’s Recruiting Gains, FusionIQ’s Wealthtech Service Partnership, A Win for Goldman Custody And A Detailed Examination Of Custody Trends

By Larry Roth

/ 29 Nov 2023

Letters From Larry

Wealth Management M&A – Evolving And Evergreen

Plus Recruiting News, Client Myths, Advisors Settling In After Transitions, Nitrogen’s CEO, Women In Wealth Management Awards, Prospera’s Expanded Services And More

By Larry Roth

/ 22 Nov 2023

Wealth Management M&A – Evolving And Evergreen

Letters From Larry

How To Recognize A Good Cultural Fit

Plus Recruitment News, Marketing Rule Compliance, Client Misunderstandings, Hightower’s Investment, Atria’s Financial Institution Recruit And Adviser Investments’ Rebrand

By Larry Roth

/ 14 Nov 2023

Letters From Larry

To Leave or Not to Leave – Considerations for Wirehouse Advisors

Plus Tax Planning For Charitable Giving, Wealthtech And Recruiting News, Insurance’s Role In Holistic Wealth Management, Choreo’s Acquisition, Kestra’s And Osaic’s Recruiting Wins, Pricing Of Services, And Fee Transparency

By Larry Roth

/ 8 Nov 2023

To Leave or Not to Leave – Considerations for Wirehouse Advisors

Letters From Larry

Do Good – Then Manage Perceptions

Avoiding Greenwashing Accusations, Weekly Recruiting News, Building A Digital Identity, How Culture Affects Recruiting And M&A, And A Tax Planning Guide

By Larry Roth

/ 1 Nov 2023

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Letters From Larry

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