Letters From Larry

Larry Roth shares his thoughts and recaps the latest stories

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

Letters From Larry

We Highlight Women Industry Leaders For Women’s History Month

Plus Our Deals & Recruiting Roundup, Coverage From Future Proof Citywide, Costly Compliance Mistakes, Fee-Based Advice Most Popular, Rural Advisory Business And DIY Investors Seeking Human Advice

By Larry Roth

/ 25 Mar 2025

We Highlight Women Industry Leaders For Women’s History Month

Letters From Larry

Let’s Get Past The Hype To A Real World Grasp Of AI

Plus Our Investments Roundup, Deals & Recruiting Roundup, Organic And Inorganic Growth, FSI’s Initiatives, Carson’s CTO, Alaris’ AI Matchmaker, Docupace’s Acquisition, VestGen’s Advisory Board, Cambridge’s Growth Program, Edward Jones’ Platform Launch And CapIntel’s Survey Results

By Larry Roth

/ 18 Mar 2025

Let’s Get Past The Hype To A Real World Grasp Of AI

Letters From Larry

How To Attract Next Gen Advisors And Clients

Plus Our Deals & Recruiting Roundup, Tactical Portfolio Management, Genstar’s Purchase, Oppenheimer’s CEO Appointment, TradingBlock’s Retail Platform, PureFacts’ New Execs And YCharts AI Tool Launch

By Larry Roth

/ 11 Mar 2025

How To Attract Next Gen Advisors And Clients

Letters From Larry

War Stories We Can Learn From

Plus Our Deals & Recruiting Roundup, Practical AI For Advisors, Crypto Evolution, Sanctuary’s Minority Stake, Caprock’s Chicago Hire And TritonPoint’s Independent Ownership Model Launch

By Larry Roth

/ 5 Mar 2025

Letters From Larry

WSR Celebrates Black History Month With Pathfinder Awards

Plus Our Wealthtech, Investments And Deals & Recruiting Roundups, Rise Stakes Again, M&A Choices, Compliance Evolution And Automating Form ADV And VestGen Fills C-Suite

By Larry Roth

/ 25 Feb 2025

WSR Celebrates Black History Month With Pathfinder Awards

Letters From Larry

We Recognize The Indispensable Wealth Management CIO

Plus Our Deals & Recruiting Roundup, Thematic ETFs, AI In Operations, Sanctuary’s Breakaway Recruit, Acquisitions By Bluespring And Prime Capital, And Marcoms To Empower Underserved Communities

By Larry Roth

/ 19 Feb 2025

We Recognize The Indispensable Wealth Management CIO

Letters From Larry

Examining The Intersection Of M&A And Wealthtech

Plus Our Deals & Recruiting Roundup, Our Guide To Insurance Conferences, Tech Investment Strategies, Holistic Marketing KPIs, Keeping The Investment Policy Statement Current, Orion’s Survey Reports, Savvy’s New Chief Growth Officer, Cerulli’s Research On ESG And Mercer’s New Head Of Client Developme

By Larry Roth

/ 11 Feb 2025

Examining The Intersection Of M&A And Wealthtech

Letters From Larry

FSI’s OneVoice Conference Addresses Advocacy, AI, Retirement And More

Plus Our Deals & Recruiting Roundup, Our Annual Guide To Wealthtech Conferences, Cerulli’s Report On AI In Defined Contribution Plans, Sycamore’s New Surveillance Tool, Dynasty’s Recruits And CEG’s New Hires

By Larry Roth

/ 4 Feb 2025

Dale Brown, President & CEO, Financial Services Institute / EPNAC.com

Letters From Larry

Investment Products Continue To Evolve In 2025

Plus Our Deals & Recruiting And Wealthtech Roundups; Mitigating Compliance Risks; Relationships As The Basis For Tech; Rebalancing Technology; Compound Planning Hires; Berkshire, Ficomm And Cerulli Reports; And Coldstream And Wealth.com Appointments

By Larry Roth

/ 28 Jan 2025

Investment Products Continue To Evolve In 2025

Letters From Larry

When Your Clients Want Reassurance After M&A

Plus Our Deals & Recruiting Roundup, Our Top 10 Stories Of 2024, Perigon’s Partnership With Goldman, Reflection’s Partnership With Newday, Recruiting By World Investments And Integrated Partners And iCapital’s Acquisition

By Larry Roth

/ 22 Jan 2025

When Your Clients Want Reassurance After M&A

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Letters From Larry

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