newsletter

Letters From Larry

Is Your Platform What Advisors Want?

Plus Our Investments And Deals & Recruiting Roundups, Acquisitions By Mariner, Merit And Carson, 2025 Recruiting Predictions, Invest In Others’ Grants, Sanctuary’s Recruit, Scranton’s New Book And A Stratos Affiliate’s Succession Transformation

By Larry Roth

/ 14 Jan 2025

Investment Solutions

Investments Roundup: ICI, CAIS, BlackRock, HFR, Cerulli And More

Product News Featuring The Investment Company Institute, CAIS Group, BlackRock, Money Management Institute, Pantheon, Cerulli, HFR And Citi

By Julius Buchanan

/ 14 Jan 2025

Investments Roundup: ICI, CAIS, BlackRock, HFR, Cerulli And More

Deals & Recruiting

Deals & Recruiting Roundup: Cerity, Mariner, Sanctuary, Kestra, Merrill And More

M&A By Cerity, Mariner And Mercer; Strategic Partnerships By Sanctuary And Kestra; Sullivan Joins Procyon Partners; Strawhecker Joins Dynasty Financial; And Merrill’s New UHNW Group

By Julius Buchanan

/ 14 Jan 2025

Deals & Recruiting Roundup: Cerity, Mariner, Sanctuary, Kestra, Merrill And More

Letters From Larry

Advocacy Remains A Key Priority In 2025

Plus 2024 Deals & Recruiting Highlights, StreetCred Advises On Media Relations And iShares Launches A Buffer ETF

By Larry Roth

/ 7 Jan 2025

Deals & Recruiting

Deals & Recruiting Roundup: Top News For Each Month Of 2024

The Top Deals And Recruiting News Of 2024 Includes Acquisitions By CWC, LPL, Mercer, Arax, KKR, Sanctuary Wealth, CW Advisors, IEQ, Pathstone And CAPTRUST; Recruitment By Raymond James; And Fisher Investments’ Minority Stake Sale

By Julius Buchanan

/ 6 Jan 2025

Deals & Recruiting Roundup: Top News For Each Month Of 2024

Letters From Larry

At The M&A Buffet, Take Time To Digest

Plus Our Wealthtech And Deals & Recruiting Roundups, My Webinar With Income Conductor, Marcoms Predictions, Preparing Clients For The Future And Giving Them Certainty In Uncertain Times

By Larry Roth

/ 31 Dec 2024

Deals & Recruiting

Deals & Recruiting Roundup: SEIA, Raymond James, Osaic, Citi, And More

M&A By Focus And Savant. Advisor Recruitments By Raymond James And Bison Wealth. Osaic Partners With HarborOne. J.P. Morgan Wealth Management Tops J.D. Power Ranking. Strategic Appointments By Cetera, Ameriprise, WCG And Citi. And Cameron Stagg Of SEIA Is Our Newest Recruiter Of The Month.

By Chris Latham

/ 30 Dec 2024

Wealthtech

Wealthtech Roundup: Catchlight, Interactive Brokers, Advyzon, Opto And More

Q&A With Wilbur Swan Of Catchlight – Our Wealthtech Leader Of The Month – And Product News Featuring Orion, Interactive Brokers, InvestCloud, Advyzon, LPL, TIFIN @ Work, Future Capital, F2 Strategy And Opto.

By Chris Latham

/ 30 Dec 2024

Wilbur Swan, CEO & Co-Founder, Catchlight

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

Deals & Recruiting

Deals & Recruiting Roundup: CAPTRUST, CWC, Merit, NewEdge, LPL And More

M&A By CAPTRUST, Corient, CWC, Cerity, Summit, Merit, Beacon Pointe And Apella. Recruitments By LPL, Commonwealth And NewEdge. Strategic Hire By Concurrent.

By Chris Latham

/ 23 Dec 2024

M&A By CAPTRUST, Corient, CWC, Cerity, Summit, Merit, Beacon Pointe And Apella. Recruitments By LPL, Commonwealth And NewEdge. Strategic Hire By Concurrent.

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

Investment Solutions

Investments Roundup: Nuveen, Simplify, HFR, Cerulli And More

Q&A With Michael Arone Of State Street Global Advisors – Our Investments Solutions Leader Of The Month – And Product News Featuring JP Morgan, Simplify, VistaShares, Morgan Stanley, Nuveen, Janus, Morningstar, Schwab, Cerulli And HFR.

By WSR Newsroom

/ 17 Dec 2024

Michael Arone, Managing Director, Chief Investment Strategist, State Street Global Advisors

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