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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

Investment Solutions & Gatekeepers

Investments Roundup: Franklin Templeton, Capital Group, Credent, AXA And More

Q&A With David Mann Of Franklin Templeton – Our Investments Solutions Leader Of The Month – And Product News Featuring Capital Group, TradingBlock, Credent, GeoWealth, CAIA, State Street, AXA, Cerulli, HFR And J.P. Morgan.

By Chris Latham

/ 12 Nov 2024

David Mann, Head of ETF Product & Capital Markets, Franklin Templeton

Deals & Recruiting

Deals & Recruiting Roundup: B. Riley, Emigrant, Wilmington Trust, Rockefeller And More

M&A By B. Riley, Aspen Standard, Emigrant, Focus, EP Wealth And WEG. Recruitments By Rockefeller, Bison And Cyndeo. Wilmington Trust Appoints Lisa Roberts As Head Of Wealth Management. Indivisible Partners And THECE Wealth Management To Launch.

By Chris Latham

/ 12 Nov 2024

Deals & Recruiting Roundup: B. Riley, Emigrant, Wilmington Trust, Rockefeller And More

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

Deals & Recruiting

Deals & Recruiting Roundup: MAI, Cresset, Mariner, Kestra, RBC And More

M&A By Hightower, Mariner, Lido, MAI And Cerity. Recruitments By Kestra, Compound, Homrich Berg And RBC. Cresset Appoints Jessica Malkin As Chief Growth Officer.

By Chris Latham

/ 5 Nov 2024

Patrick Gingras, Market Leader and Regional President, MAI Capital Management; Jessica Malkin, Chief Growth Officer and Executive Managing Director, Cresset; Eric Lyon, Senior Managing Dir...

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

Wealthtech

Wealthtech Roundup: Amplify, Surge Ventures, Farther, PensionPro And More

Q&A With Vickie Lewin Of Amplify – Our Wealthtech Leader Of The Month – And Product News Featuring Smarsh, PensionPro, Surge Ventures, CapIntel, Sycamore, Commonwealth, Praxis, Farther, FusionIQ, Facet And F2 Strategy.

By Chris Latham

/ 28 Oct 2024

Vickie Lewin, Chief Growth Officer, Amplify Technology

Deals & Recruiting

Deals & Recruiting Roundup: Mercer, Hightower, Realta, Modern Wealth And More

M&A By Hightower, Lido, Waverly, Modern, LMP And Greenwood Gearhart. Rockefeller Recruits From Merrill. Strategic Appointments By Realta And LPL. GoalVest Advisory Launches Venture Growth Fund. Morgan Stanley Releases Investor Survey. And Martine Lellis Of Mercer Advisors Is Our Newest Recruiter Of

By Chris Latham

/ 28 Oct 2024

Martine Lellis, Principal, M&A Partner Development, Mercer Advisors

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

Deals & Recruiting

Deals & Recruiting Roundup: Kestra, Raymond James, Beacon Pointe, XYPN And More

ECHELON Partners Releases Its 3Q24 RIA Report. M&A By Stone Point, Pathstone, Beacon Pointe, Naviter, Carson And AlphaCore. Recruitments By Raymond James, Journey And Avantax. XYPN Adds Corporate RIA Model. World Investment Advisors Adds Raymond James As A Custodian.

By Chris Latham

/ 21 Oct 2024

Deals & Recruiting Roundup: Kestra, Raymond James, Beacon Pointe, XYPN 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

Investment Solutions & Gatekeepers

Investments Roundup: Tradr ETFs, Capital Group, First Eagle, J.P. Morgan And More

Q&A With Matt Markiewicz Of Tradr ETFs – Our Investments Solutions Leader Of The Month – And Product News Featuring Capital Group, Opto, iCapital, Easterly, Commonwealth, TradingBlock, First Eagle, Morningstar, Cerulli, HFR And J.P. Morgan.

By Chris Latham

/ 16 Oct 2024

Matt Markiewicz, Head of Product and Capital Markets, Tradr ETFs

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