Letters From Larry

Larry Roth shares his thoughts and recaps the latest stories

Letters From Larry

We Look Back At The First Half Of 2024

Plus Our Deals & Recruiting And Investments Roundups, IiO’s Award Finalists, Integrated Partners Teams With Wealth.com, World Acquires $3.5 Billion Firm, Reducing Risk And Serenus’ Launch

By Larry Roth

/ 24 Jul 2024

Letters From Larry

Mentoring Isn’t Just For Mentees – It Benefits All Of Us

Plus Our Deals & Recruiting Roundup, Addressing Client Longevity, Preventing Elder Abuse, Pensionmark’s Rebrand, Coldstream’s Merger, Modern’s Acquisition And Ficomm’s Predicted ‘Referral Cliff’

By Larry Roth

/ 16 Jul 2024

Mentoring Isn’t Just For Mentees – It Benefits All Of Us

Letters From Larry

Blending Recruiting And M&A Through Equity Stakes

Plus Our Wealthtech Roundup, Deals & Recruiting Roundup, Marcoms For Retirement Business, Sanctuary And tru Independence, BlackRock Buys Preqin, Stifel Launches Its Women Owners’ Network, EP Wealth’s Acquisition And AI In The Back Office

By Larry Roth

/ 9 Jul 2024

Blending Recruiting And M&A Through Equity Stakes

Letters From Larry

Leads, Prospects And Converting Them Into Clients

Plus Coverage From The Morningstar Conference, Our Deals & Recruiting Roundup, Direct Indexing, Cerulli’s ETF Report, Kingswood And NewEdge Hires, Orion And SageView Launch New Solutions, Perigon’s Latest Acquisition And Kovair’s App Development Collaboration

By Larry Roth

/ 2 Jul 2024

Leads, Prospects And Converting Them Into Clients

Letters From Larry

Top Industry CMOs And How CMOs Support Organic Growth

Plus My Quarterly M&A Review, Our Deals & Recruiting Roundup, Dynasty Affiliates On Growth Stages, Our Guide To M&A Conferences, NEXA’s Insights On Growth, RBC And NewEdge Recruits, And CAIA’s Latest Report

By Larry Roth

/ 26 Jun 2024

Top Industry CMOs And How CMOs Support Organic Growth

Letters From Larry

Crypto’s Evolution From NFTs To ETFs

Plus Our Deals & Recruiting And Investments Roundups; Benefits Of Positive Culture; Recruiting By LPL, Summit Trail And Summit Financial; Soltis’ New PE Backers; Vestmark’s Partnership With PureFacts; And MMI’s Leadership Seminar

By Larry Roth

/ 19 Jun 2024

Letters From Larry

WSR Honors Top Advisor Recruiters

Plus Our Deals & Recruiting Roundup, Next Gen Clients, Cash Risks, Marcoms Strategies For Recession, Mercer’s Private Investment Platform, MMI Awards Innovation, A Growth Enhancement Program, And Sanctuary’s And Stratos’ Recruiting Wins

By Larry Roth

/ 11 Jun 2024

Letters From Larry

Honoring The Next Gen – And How To Attract And Retain Them

Plus Our Deals & Recruiting And Wealthtech Roundups, A Digital Estate Planning Partnership, Serving UHNW Clientele, Overcoming Growth Bottlenecks, A Marketing And Tech Disconnect, WEG’s Acquisition, Stratos’ Recruit And Realta’s New COO

By Larry Roth

/ 4 Jun 2024

Honoring The Next Gen – And How To Attract And Retain Them

Letters From Larry

Spotlighting Excellence For AAPI Heritage Month

Plus Our Deals & Recruiting Roundup, Athlete Clients, Reaching Clients’ Heirs, Orion And Sanctuary Hires, Gregory FCA Buys BackBay, LPL’s $4.6 Billion Recruit And FusionIQ’s Partnership With Interactive Brokers Canada

By Larry Roth

/ 29 May 2024

Spotlighting Excellence For AAPI Heritage Month

Letters From Larry

Regtech Is Changing Your Compliance Department

Plus Hamburger On Legal Blind Spots, Custodian Conferences, Mass Affluent Clients, Marcoms Strategies For Investments, Presidential Politics And Investing, RBC Wealth Management’s Recruits, And Our Deals & Recruiting And Investments Roundups

By Larry Roth

/ 22 May 2024

Regtech Is Changing Your Compliance Department

Letters From Larry

Don’t Let Clients’ Election Anxieties Distract Them

Plus Our Deals & Recruiting Roundup, Serving Women Clients, Testing Cultural Fit, Signature Fraud, iCapital’s Alts Portfolio Launch And Dynasty’s Recruits

By Larry Roth

/ 15 May 2024

Don’t Let Clients’ Election Anxieties Distract Them

Letters From Larry

How Advisors And RIAs Can Overcome Current Challenges

Plus Sanctuary Buys tru Independence, Our Wealthtech And News Roundups, Fidelity’s Tech Survey And SEIA’s Acquisition

By Larry Roth

/ 8 May 2024

How Advisors And RIAs Can Overcome Current Challenges

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