newsletter

Deals & Recruiting

Deals & Recruiting Roundup: Waverly, Credent, Wealthfront And More

Acquisitions By Waverly, Creative Planning, Mercer, Wealth Enhancement, Allworth And Sequoia. Stakes By Crestline And Summit. Capital Raise By Wealthfront. Recruiting By Cresset. Appointments By Northern Trust And Wealth Consulting Group.

By Thomas Lee

/ 9 Dec 2025

Deals & Recruiting Roundup: Waverly, Credent, Wealthfront And More

Letters From Larry

Testing Culture, OCIO Growth And Client Confidence

Plus Our Deals & Recruiting Roundup, Fundamental Pre-Deal Questions, Angeles’ CGO Hire And Cetera’s Recruits

By Larry Roth

/ 3 Dec 2025

Testing Culture, OCIO Growth And Client Confidence

Deals & Recruiting

Deals & Recruiting Roundup: Cambridge, Cetera, Raymond James, Ameriprise And More

M&A By Cambridge Investment. Recruitment By Cetera, Raymond James And Ameriprise. Leadership Appointments By Angeles Wealth And Procyon.

By WSR Newsroom

/ 2 Dec 2025

Deals & Recruiting Roundup: Cambridge, Cetera, Raymond James, Ameriprise And More

Letters From Larry

Monetizing Your Life’s Work, Tax Alpha In Crypto And Serving The Neurodivergent

Plus Our Deals & Recruiting Roundup, Transitioning From Founder-Led Culture, $6.9 Billion Private Markets Shortfall, Merit’s New Hires, VanEck’s Solana ETF, Recruiting By Cresset, Kestra And Prudential, Genesis And Prudential Pass Milestones, And 71 West Launches

By Larry Roth

/ 26 Nov 2025

Monetizing Your Life’s Work, Tax Alpha In Crypto And Serving The Neurodivergent

Deals & Recruiting

Deals & Recruiting Roundup: Beacon Pointe, LPL, AmeriFlex And More

Acquisitions By Beacon Pointe, Carson, GTCR And Merit. LPL Stakes Private Advisor Group. Recruiting By Osaic, Cresset, AmeriFlex And Kestra. 71 West Launches. Appointments By Merit And Bogart.

By Thomas Lee

/ 25 Nov 2025

Deals & Recruiting Roundup: Beacon Pointe, LPL, AmeriFlex And More

Letters From Larry

Regulatory Change, Choosing Compliance Vendors And Going Without PE

Plus Our Wealthtech And Deals & Recruiting Roundups, AI Pitfalls, Private Markets Analysis, BlackRock’s ETF Survey, Mercer’s Tax Move, VestGen’s Athletes Play And World’s Latest Buy

By Larry Roth

/ 19 Nov 2025

Regulatory Change, Choosing Compliance Vendors And Going Without PE

Wealthtech

Wealthtech Roundup: Docupace, Powder, Orion, Oasis And More

News Featuring Docupace, Powder, Orion, Oasis, Nitrogen, Envestnet, Snappy Kraken, TIFIN Give, Syntax, Arete And d1g1t

By WSR Newsroom

/ 18 Nov 2025

Wealthtech Roundup: Docupace, Powder, Orion, Oasis And More

Deals & Recruiting

Deals & Recruiting Roundup: United Capital, Dakota, VestGen And More

Acquisitions by Mercer, Wealthspire, United Capital, World, Lido And Dakota. Recruiting By RBC And Raymond James. Bryn Mawr Selects Altruist. Strategic Moves By LPL And VestGen. FMG’s Research.

By Thomas Lee

/ 18 Nov 2025

Deals & Recruiting Roundup: United Capital, Dakota, VestGen And More

Letters From Larry

AI And Lead Gen; AI Pitfalls; And Back Office Human Design

Plus Our Investments And Deals & Recruiting Roundups; M&A And Organic Growth; Studies On Next Gen, Private Markets And Organic Growth; Sanctuary’s Recruit; Trilogy’s Hire; PreciseFP’s Upgrades; And GeoWealth’s Private Models

By Larry Roth

/ 12 Nov 2025

AI And Lead Gen; AI Pitfalls; And Back Office Human Design

Investment Solutions

Investments Roundup: F2, CAIS, Cerulli, GeoWealth And More

News Featuring AssetMark, F2, CAIS, Cerulli, GeoWealth, Pictet, Goldman, Cetera, Envestnet, VistaShares And Schwab.

By WSR Newsroom

/ 11 Nov 2025

Investments Roundup: F2, CAIS, Cerulli, GeoWealth And More

Deals & Recruiting

Deals & Recruiting Roundup: Waverly, Alaris, LPL And More

Acquisitions By Waverly, Bluespring And AssetMark. New M&A Portal By Alaris. Recruiting By Sanctuary And HB. Wealth.com And Indivisible Partner. LPL Lowers Fees. Appointments By Trilogy, Financial Planning Association, Essential Edge And Modern Wealth.

By Thomas Lee

/ 11 Nov 2025

Deals & Recruiting Roundup: Waverly, Alaris, LPL And More

Letters From Larry

Investment Platform Leaders, The Potential Of DAFs And An M&A Buyers’ Market

Plus Our Deals & Recruiting Roundup, Managing Cyberthreats To Wealthy Clients, Powder’s Advisory Board, OnePoint BFG’s Acquisition, Preserving Advisor Independence, Orion’s New AI System, Sowell’s M&A Consulting Partnership, Cerulli’s ETF Research And FSI’s Deputy General Counsel

By Larry Roth

/ 5 Nov 2025

Investment Platform Leaders, The Potential Of DAFs And An M&A Buyers’ Market

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