Letters From Larry

Larry Roth shares his thoughts and recaps the latest stories

Letters From Larry

Small Business Owners Can Be Big Business For Advisors

Plus Our Deals & Recruiting And Investments Roundups; MAI Acquires Halpern; BlackRock Stakes Dynasty; F2 Strategy Reports On CRMs; Opto Partners With EP Wealth; Realta, FusionIQ And Perigon Hire Execs; And Family Office Resource Group Launches

By Larry Roth

/ 16 Oct 2024

Small Business Owners Can Be Big Business For Advisors

Letters From Larry

WSR Celebrates National Hispanic Heritage Month

Plus Deals & Recruiting, Content Creator Clients, Turkey Hill On Fourth Quarter M&A, CBS On Spousal Lifetime Access Trusts, Zocks On Client Intelligence, Schwab Supports FFP’s Charity Efforts, TPG Stakes Creative Planning, TradingBlock Launches A Platform, Dynasty Appoints New Leaders And Focus Acqu

By Larry Roth

/ 8 Oct 2024

WSR Celebrates National Hispanic Heritage Month

Letters From Larry

M&A In Focus: Honoring Excellence And Examining Trends

Plus Deals & Recruiting And Wealthtech Roundups, Turning Your Process Into Advantage, Refocusing Clients During Elections, Succession Plans, A Marketing Rebrand, AmeriFlex’s Matchmaker, First Eagle’s Active ETFs, Smarsh’s AI Offering, Kingswood’s Acquisition, Overlooked Wealthtech And Summit’s Minor

By Larry Roth

/ 1 Oct 2024

M&A In Focus: Honoring Excellence And Examining Trends

Letters From Larry

The M&A Landscape Expands With The Rise Of The Boutique Shop

Plus Deals & Recruiting, Future Proof, Vendor Lock-In, Advisor Coaching And Consulting, Overlooked Tools, For-Pay Advice, Servant Leadership, Wealth.com’s Google Funding, EP Wealth’s Acquisition, Sanctuary’s Recruit And The IiO Awards

By Larry Roth

/ 25 Sep 2024

The M&A Landscape Expands With The Rise Of The Boutique Shop

Letters From Larry

Next Gen Clients Are Waiting To Hear From Us

Plus Deals & Recruiting And Investments Roundups, Serving Elderly Clients, Client Retention During M&A, Reality After Recruiting, Converting Leads, Private Markets, Ethical AI, Savvy’s Recruits, Hightower’s Latest Stake, And Haven Tower’s Board Addition

By Larry Roth

/ 18 Sep 2024

Next Gen Clients Are Waiting To Hear From Us

Letters From Larry

Engaging With Our Legislators Works

Plus Deals & Recruiting, Holistic Advice, Retirement Portfolios, Recruiting Successors, LPL And Mariner Make Acquisitions, Sound Income Rebrands Unit, And Orion And FNZ Appoint C-Suite Leaders

By Larry Roth

/ 10 Sep 2024

Letters From Larry

Time To Reconnect As Autumn Conference Season Begins

Plus Our Wealthtech And Weekly News Roundups, Cybersecurity, Oasis’ Wealthtech Research, A San Francisco UHNW Acquisition And New Regtech Tools

By Larry Roth

/ 3 Sep 2024

Time To Reconnect As Autumn Conference Season Begins

Letters From Larry

Smart Compliance Strategy Can Turn Headwinds Into Tailwinds

Plus Charitable Champions, Deals & Recruiting News, Human-Centered Tech, Emotional Aspects Of Retirement, Rise Growth’s First Minority Investment, Wealthtech M&A And RBC’s Cincinnati Expansion

By Larry Roth

/ 28 Aug 2024

Smart Compliance Strategy Can Turn Headwinds Into Tailwinds

Letters From Larry

How Small Firms Can Overcome Size, With Exceptional Advisor Service

Plus Our Investments Roundup, Deals & Recruiting Roundup, Snappy Kraken’s Enterprise Offering, Summit’s Equity Stake, WIA’s New CFO, NewEdge’s Growth Streak, Crux’s Breakaway, Sanctuary’s CAIA Partnership, FusionIQ’s interVal Partnership And Addressing The Top Priorities Of Business Owner Clients.

By Larry Roth

/ 21 Aug 2024

How Small Firms Can Overcome Size, With Exceptional Advisor Service

Letters From Larry

Insights And Implications From Our State Of Advisor Technology Survey

Plus My Review Of Cybersecurity And Video Interviews On Regulation And Growth, Our Deals & Recruiting Roundup, UHNW Tax Strategies, Stock Market Predictions, Fidelity Introduces Offerings, Asset Managers Step Up Resources, How To Build Trust, PreciseFP’s Referral Launch, Bennyhoff’s Fractional CIO A

By Larry Roth

/ 13 Aug 2024

Letters From Larry

We Honor Outstanding Professional Services Firms

Plus Deals & Recruiting, Wealthtech News, AI For Advisors, The Impact Of Remote Work On Recruiting, Marcoms Strategies During Elections, Bluespring’s $1.35 Billion Acquisition, Commonwealth’s Recruit And A New Energy ETF

By Larry Roth

/ 6 Aug 2024

We Honor Outstanding Professional Services Firms

Letters From Larry

An Optimal Transition Experience Is Key In The Recruiting Process

Plus Deals & Recruiting, AI Meets M&A, Docupace’s New Investor, Clearing And Custody Needs, KKR Buys Janney, Tech Investment To Support Valuations, M&A On Track For Another Good Year And Savvy’s New Recruits

By Larry Roth

/ 30 Jul 2024

An Optimal Transition Experience Is Key In The Recruiting Process

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