newsletter

Deals & Recruiting

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

M&A By OneDigital, MAI And Elevation Point. Breakaways Launch OpenArc. Recruiting By LPL, Osaic And Carson. Partnerships By Cetera And Prudential. Custodian TradePMR Launches Incentives. Savvy Promotes In Its C-suite. RBC Recruits From JP Morgan.

By WSR Newsroom

/ 30 Sep 2025

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

Letters From Larry

Scalability Through Tech, Next Gen Advisors And BD Relationships With OSJs

Plus Our Deals & Recruiting And Wealthtech Roundups, Outsourcing Compliance, MAI’s Acquisition, Franklin Templeton’s Private Infrastructure Partnership, Compound Planning’s AI ‘Command Center’ And IFG’s Promotions

By Larry Roth

/ 24 Sep 2025

Larry Roth, CEO, Wealth Solutions Report

Wealthtech

Wealthtech Roundup: Fusion IQ, Summit, Docupace, Envestnet, Orion And More

News Featuring FusionIQ, Summit, Docupace, Envestnet, Orion, Nitrogen, Canoe, Origin, Dynasty, Raymond James, Dispatch And Compound Planning

By WSR Newsroom

/ 23 Sep 2025

Wealthtech Roundup: Fusion IQ, Summit, Docupace, Envestnet, Orion And More

Deals & Recruiting

Deals & Recruiting Roundup: MAI Capital, Corient, Stephens, Allworth And More

Acquisitions By MAI Capital, Corient, Moneta And Waverly. Strategic Investment By The Pritzker Organization. Recruiting By Stephens, LPL And Carson. Appointments By TradingBlock, World, Oppenheimer And Allworth.

By Thomas Lee

/ 23 Sep 2025

Deals & Recruiting Roundup: MAI Capital, Corient, Stephens, Allworth And More

Letters From Larry

WealthLOGIQ’s Launch, The Legal Side Of M&A And Flexible Independence

Plus Our Deals & Recruiting And Investments Roundups, Outsourcing Compliance, Operational Excellence, Cerity And SEIA Buy Firms, Lincoln And Bain Start A Private Credit Fund, Sanctuary Recruits An Advisor And Casady Joins FMG

By Larry Roth

/ 17 Sep 2025

Investment Solutions

Investments Roundup: Morningstar, AssetMark, Orion, Jackson, iCapital And More

News Featuring Morningstar, AssetMark, Orion, Jackson, iCapital, CI Global, Wells Fargo, SoFi, Goldman, Lincoln And HFR.

By WSR Newsroom

/ 16 Sep 2025

Investments Roundup: Morningstar, AssetMark, Orion, Jackson, iCapital And More

Deals & Recruiting

Deals & Recruiting Roundup: FMG, GCG, SEIA, LPL And More

Acquisitions By Cerity, Creative Planning, SEIA, GTCR And Beacon Pointe. Strategic Investment By BharCap Partners. Recruiting By LPL And Sanctuary. Partnerships By Betterment And Altruist. Appointments By Realta And AssetMark.

By Thomas Lee

/ 16 Sep 2025

Deals & Recruiting Roundup: FMG, GCG, SEIA, LPL And More

Letters From Larry

Execution As Alpha, Compliance Outsourcing And Semiliquids Get Rated

Plus Our Deals & Recruiting Roundup, Corient’s $214 Billion Expansion, Mercer’s Acquisitions, IFG’s Hire And Betterment’s Advisor Survey

By Larry Roth

/ 10 Sep 2025

Deals & Recruiting

Deals & Recruiting Roundup: Mercer, Merchant, Granite Islands, Hightower And More

M&A By Mercer, Merchant, Madison Dearborn, Corient, Savant, Modern Wealth And CW Advisors. RIA Debuts By Granite Islands And Canterbury Capital. Elevation Point And Goldman Sachs’ Partnership. Appointments By Hightower And FNZ.

By WSR Newsroom

/ 9 Sep 2025

Deals & Recruiting Roundup: Mercer, Merchant, Granite Islands, Hightower And More

Letters From Larry

Jersey Trouble, Mid-Sized RIAs Squeezed, And Choosing AI And Regtech Partners

Plus Our Deals & Recruiting Roundup, Unpacking The OBBBA, Cerulli On HNW Clients, Evolving Support Models, MAI And Evoke Combine, And Docupace Sets Out Agentic AI Roadmap

By Larry Roth

/ 3 Sep 2025

Deals & Recruiting

Deals & Recruiting Roundup: EP Wealth, MAI, Focus, Altruist And More

Acquisitions By EP, Wealthspire And MAI. Breakaways Launch Longleaf. Recruiting By LPL, Raymond James, RBC, Sanctuary, NewEdge And Osaic. Custodian Recruitment By Altruist. Focus Financial Promotes In Its C-suite.

By WSR Newsroom

/ 2 Sep 2025

Deals & Recruiting Roundup: EP Wealth, MAI, Focus, Altruist And More

Letters From Larry

Asset Management Conferences, Direct Indexing And The OBBBA

Plus Our Wealthtech And Deals & Recruiting Roundups, ‘Tail Risk,’ Cambridge’s Agentic AI Tool, Sanctuary’s UBS Breakaway Recruit, Cresset’s Acquisition Creating A $200 Billion Firm, Merchant’s Latest Stake, Authentic Client Connection And Mariner’s Acquisitions

By Larry Roth

/ 27 Aug 2025

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