Letters From Larry

Larry Roth shares his thoughts and recaps the latest stories

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

Larry Roth, CEO, Wealth Solutions Report

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

Letters From Larry

An Entertaining Look At Compliance And Examinations

Plus Our Deals & Recruiting Roundup, Wealthtech Roundup, Fee Structures In Volatile Markets, Acquisitions By F2 And Modern, Sowell’s And Advisor Asset Management’s Appointments, Expert Takes On Consolidation, Prospera’s Paraplanner Launch And Great Hills Stake In Mission

By Larry Roth

/ 7 May 2025

An Entertaining Look At Compliance And Examinations

Letters From Larry

Professional Services Firms Give Our Industry An Edge

Plus Our Deals & Recruiting Roundup; Compliance Technology; Holistic Retirement; Constant Innovation; AI-Based Estate Planning; RFG’s, SFA’s And Raymond James’ Recruits; BlackRock’s Bond ETF Prediction; SEIA Hires Matt Matrisian; And Independent Financial Group Hires Kevin Keefe

By Larry Roth

/ 30 Apr 2025

Professional Services Firms Give Our Industry An Edge

Letters From Larry

Hiring Next Gen Advisors Directly From The College Campus

Plus Our Deals & Recruiting Roundup, Tax Strategy, Wealth.com And eMoney’s Partnership, Perigon’s Promotions, EP Wealth’s And Creative’s Acquisitions, Stifel’s Recruiting And Essential Edge’s Partnership With RegEd

By Larry Roth

/ 22 Apr 2025

Hiring Next Gen Advisors Directly From The College Campus

Letters From Larry

To Prepare For A Sale, Learn About Potential Buyers

Plus Our Deals & Recruiting And Investment Roundups, Our Guide To Compliance Conferences, Equipping Advisors For Market Turmoil, Dividends Reducing Risk, Appointments By Docupace And IiO, Modern’s Purchases, Janus’ Partnership With Guardian And More

By Larry Roth

/ 16 Apr 2025

To Prepare For A Sale, Learn About Potential Buyers

Letters From Larry

March Is Out Like A Lion As Action-Packed Second Quarter Begins

Plus Our Deals & Recruiting Roundup, LPL Buys Commonwealth, Views On Robinhood’s Latest Moves, Talking With Clients About Tariffs, CPA Partnerships, HNW Clients Want More, Wealth Enhancement And Mercer Make Acquisitions, Insights On M&A, Insurance Vehicles For Retirement And State Street Stakes Ethi

By Larry Roth

/ 9 Apr 2025

March Is Out Like A Lion As Action-Packed Second Quarter Begins

Letters From Larry

We Honor The Industry’s Top Chief Financial Officers

Plus Our Wealthtech And Deals & Recruiting Roundups, AlphaCore’s Acquisition, World’s Model Platform, CAIS’ Alts Model Marketplace, Cambridge’s CTO, Dynasty Adding Goldman Custody, Caprock Transitioning Impact Reporting Platform To BlueMark And Robinhood Moving Into Wealth Management

By Larry Roth

/ 2 Apr 2025

We Honor The Industry’s Top Chief Financial Officers

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