newsletter

Letters From Larry

Our First Five Podcasts And How RIAs Can Decide Whether To Launch A Podcast

Plus Our Deals & Recruiting And Wealthtech Roundups; Our Annual Guide To Asset Management Conferences; AI And Growth; FSI’s Recommendations To Congress; How AI Notetakers Introduce Liability; Recruiting By Prudential, Cetera And Oppenheimer; RIA M&A Trends; Sequoia’s Purchase; And More

By WSR Newsroom

/ 9 Sep 2026

Our First Five Podcasts And How RIAs Can Decide Whether To Launch A Podcast

Wealthtech

Wealthtech Roundup: WealthReach, NewEdge, AssetMark And More

News Featuring WealthReach, Feathery, FINNY, NewEdge, DeepVest, SEI, Mili, AmeriFlex, Practifi, AssetMark, Osaic And FP Alpha

By WSR Newsroom

/ 8 Sep 2026

Wealthtech Roundup: WealthReach, NewEdge, AssetMark And More

Deals & Recruiting

Deals & Recruiting Roundup: Aquiline, Allworth, NewEdge And More

Acquisitions By Allworth, Sequoia, Savant, F.L.Putnam And Summit; Aquiline Invests In Flourish; New Mountain Exits Lincoln Investment; Recruiting By NewEdge, Prospera, Cetera And Osaic; And An Appointment By Merit

By WSR Newsroom

/ 8 Sep 2026

Deals & Recruiting Roundup: Aquiline, Allworth, NewEdge And More

Readers' Favorites

WSR Podcasts Launch And Building AI Infrastructure

Plus Our Deals & Recruiting And WSRIA Roundups, Client Interaction Before Meeting, Paths To Growth And Ownership, Rollover Compliance Resets, A Focus On Culture, Thoughtful Dealmaking, What Advisors Want, Vanguard Buying Altruist, Sagient’s Mentorship Program And LPL’s Recruit

By Larry Roth

/ 2 Sep 2026

WSR Podcasts Launch And Building AI Infrastructure

Deals & Recruiting

WSRIA Roundup: Corient, Hightower, Wealth Enhancement, Carson And More

Acquisitions By Corient, Hightower, Wealth Enhancement, Merit, Sequoia, Allworth And MAI; Prime Capital And F.L.Putnam Receive Investments; Recruiting By Carson And Savvy; And Research By ECHELON.

By WSR Newsroom

/ 1 Sep 2026

WSRIA Roundup: Corient, Hightower, Wealth Enhancement, Carson And More

Deals & Recruiting

Deals & Recruiting Roundup: Vanguard, Fidelity, Kingsview, Cresset And More

Acquisition By Vanguard; Investments By Constellation, Vistria And FTV; Credit Facility Expansion By Steward Partners; Recruiting By LPL, Raymond James And Cresset; Partnership Between Brookwood And Amplify; Appointment By LPL; And Research By Fidelity.

By WSR Newsroom

/ 1 Sep 2026

Deals & Recruiting Roundup: Vanguard, Fidelity, Kingsview, Cresset And More

Deals & Recruiting

Deals & Recruiting Roundup: MAI, Stratos, NewEdge, Carson, LPL And More

Acquisitions By MAI, Wealth Enhancement And Stratos; Recruiting By NewEdge, Carson, Ameriprise, Cetera, LPL And Osaic; Appointments By FP Transitions And Kestra; And Research By FINTRX.

By WSR Newsroom

/ 25 Aug 2026

Deals & Recruiting Roundup: MAI, Stratos, NewEdge, Carson, LPL And More

Letters From Larry

RIA M&A Trends, Optimizing Tech Stacks And Growing Alts Demand

Plus Our Investments And Deals & Recruiting Roundups, Going Beyond The Fiduciary Minimum, Summer Recruiting, Feathery’s AI Tool, Merit’s Purchase, Eusey Joining CogniCor’s Board, Prudential’s Recruit, And The Latest Dear Ryan Column

By Larry Roth

/ 19 Aug 2026

RIA M&A Trends, Optimizing Tech Stacks And Growing Alts Demand

Investment Solutions

Investments Roundup: HFR, Fidelity, VanEck, Goldman And More

News Featuring Kelly Park Capital, NewEdge, Goldman Sachs, Raymond James, Fidelity, HFR, VanEck, Cerulli, State Street, LPL, WTW And iCapital

By WSR Newsroom

/ 18 Aug 2026

Investments Roundup: HFR, Fidelity, VanEck, Goldman And More

Deals & Recruiting

Deals & Recruiting Roundup: Carlyle, Hightower, Raymond James And More

Carlyle Invests In Prime Capital; Acquisitions By Merit And Hightower; Recruiting By IFP, Raymond James, Cetera, LPL And Prudential; SEIA Launches And Expands Services; And Appointments By CogniCor And Fiduciary Trust.

By WSR Newsroom

/ 18 Aug 2026

Deals & Recruiting Roundup: Carlyle, Hightower, Raymond James And More

Letters From Larry

IPOs In 2026, Concentrated Equity And Inheritance Of Valuables

Plus Our Wealthtech And Deals & Recruiting Roundups; A Webinar On Connected Data; Corient’s $21 Billion Purchase; Recruiting By Cetera, IFG And Prospera; VestGen And Zocks Expanding Their Relationship; Langlois Joining Haven Tower’s Board; FMG’s Appointments And Amplify’s Partnering With Ned Davis

By Larry Roth

/ 12 Aug 2026

IPOs In 2026, Concentrated Equity And Inheritance Of Valuables

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