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

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

Larry Roth, CEO, Wealth Solutions Report

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

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

Letters From Larry

Attracting The Next Gen, M&A Advantages And Quantitative Oversight

Plus AI Uses, Deals & Recruiting And Wealthtech Roundups, Beacon Pointe’s Retirement Hire, Integrated’s Recruitment, LPL Recruits From Merrill And Cetera Appoints A Head For RIA Blueprint

By Larry Roth

/ 4 Jun 2025

Attracting The Next Gen, M&A Advantages And Quantitative Oversight

Letters From Larry

Advisors Need A Seat At The Table In Washington, D.C.

Plus Our Deals & Recruiting Roundup, Extraordinary Advisor Stories, Private Equity Secondaries, Succession For Business Owner Clients, Hightower’s Latest Stake, Serving Women Clients And Summit’s Minority Stakes

By Larry Roth

/ 28 May 2025

Advisors Need A Seat At The Table In Washington, D.C.

Letters From Larry

Your Skills Can Make A Difference

Plus Our Deals & Recruiting Roundup, AI For Advisors, Custodian Conferences, Surge Ventures’ New AI Platform, Hightower’s $3.8 Billion Acquisition, NWF Rebrands As Artisan, Sanctuary’s $2 Billion Recruit And Sowell’s Partnership With Goldman

By Larry Roth

/ 21 May 2025

Letters From Larry

Success In The Succession Crisis

Plus Our Deals & Recruiting Roundup, Investments Roundup, Special Needs Planning, Binah’s Plans, Mercer’s Milestone, TradingBlock’s IPO Service, And Launches Of Balefire And Pendulum Partners

By Larry Roth

/ 14 May 2025

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Letters From Larry

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