Letters From Larry

Larry Roth shares his thoughts and recaps the latest stories

Letters From Larry

Your Brand Will Make A Difference In 2025

Plus Our Deals & Recruiting Roundup, Prudential’s Transition to LPL, Corient’s Purchase Of Maine’s Largest RIA, Commonwealth’s Long Island Recruits And CAPTRUST’s Acquisition Of Two Firms

By Larry Roth

/ 23 Dec 2024

Letters From Larry

Investment Solutions Executives Take Center Stage

Plus Our Deals & Recruiting And Investments Roundups, Marketing And Regtech Trends For 2025, Pro Bono For The Next Gen, Sanctuary’s Integration With BNY Pershing, Advyzon’s Partnership With iCapital, Perigon’s Latest Recruit, Homrich Berg’s $6.4 Billion Acquisition And Summit’s Minority Stake

By Larry Roth

/ 17 Dec 2024

Investment Solutions Executives Take Center Stage

Letters From Larry

We Honor Leading Wealth Management COOs

Plus Our Deals & Recruiting Roundup, Charitable Giving And Tax, 2025 Advisor Recruiting, The Fee-Based Model’s Dominance, AI And Wealthtech, Adapting To Consolidation, IiO’s And EdgeCo’s Milestones, An AI ETF And Mariner’s Acquisitions

By Larry Roth

/ 11 Dec 2024

Letters From Larry

We Honor Leading Distribution Strategists In Wealth Management

Plus Our Deals & Recruiting Roundup, My Quarterly Wealthtech Review, CI Financial Going Private, The Standardization Of Tech Stacks, Avantax’s Recruit, Perigon’s Hires And F2’s New CEO

By Larry Roth

/ 3 Dec 2024

We Honor Leading Distribution Strategists In Wealth Management

Letters From Larry

Cybersecurity Remains A Key Topic For Wealth Management

Plus Our Wealthtech And Deals & Recruiting Roundups, Robinhood Buys TradePMR, 55ip On Boosting Valuations, Carson Wealth’s Minnesota Expansion, Cerulli’s OCIO Predictions, Sowell’s New Execs And An Interview With BetaNXT’s CEO

By Larry Roth

/ 27 Nov 2024

Cybersecurity Remains A Key Topic For Wealth Management

Letters From Larry

Giving Thanks For Thought Leaders, And How You Can Become One

Plus Our Deals & Recruiting Roundup, Cerulli’s RIA Consolidator Report, Fifth Third’s $2 Billion Recruit, Mercer’s Colorado And Minnesota Acquisitions, And Communify Fincentric’s New COO

By Larry Roth

/ 19 Nov 2024

Giving Thanks For Thought Leaders, And How You Can Become One

Letters From Larry

Celebrating The Art Of Storytelling In Wealth Management

Plus Our Deals & Recruiting And Investments Roundups, Holiday Marcoms, Record M&A, Axos Partners With Envestnet, And Cyndeo’s And Kestra’s Recruits

By Larry Roth

/ 13 Nov 2024

Celebrating The Art Of Storytelling In Wealth Management

Letters From Larry

Separating Reality From Fiction At The Intersection Of Regtech And AI

Plus Our Deals & Recruiting Roundup, Serving Women Clients, Enhancing CRMs, PureFacts’ President, Vestmark’s Moves, TradingBlock’s Algos, Kestra’s Recruit And An Alts Collaboration Among BlackRock, iCapital And GeoWealth

By WSR Newsroom

/ 6 Nov 2024

Separating Reality From Fiction At The Intersection Of Regtech And AI

Letters From Larry

Honoring Private Equity And Capital Growth Partners In Wealth Management

Plus Our Deals & Recruiting And Wealthtech Roundups, Our Monthly Regtech Surge Column, Restrictive Covenants, Competing With Wirehouses, Cybersecurity, Motivating Clients, LPL’s And Realta’s Exec Appointments, Modern’s Acquisition, Surge’s New Partnership, Smarsh’s Latest Offering And More

By Larry Roth

/ 30 Oct 2024

Honoring Private Equity And Capital Growth Partners In Wealth Management

Letters From Larry

MMI’s Annual Conference: Elections, AI, Private Equity And More

Plus Our Deals & Recruiting Roundup, Problem Solving, Pathstone’s And Carson’s Acquisitions, Avantax’s And Raymond James’ Recruitments, Sycamore’s Integration And AlphaTrAI’s Rebrand As Praxis

By Larry Roth

/ 23 Oct 2024

MMI’s Annual Conference: Elections, AI, Private Equity And More

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

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