newsletter

Deals & Recruiting

Deals & Recruiting Roundup: Cresset, Mariner, Sanctuary And Cetera

Acquisitions By Cresset, Merit, Mariner, Sequoia And RWA. Financial Stake By Merchant. Recruiting By Sanctuary, Dynasty, Osaic And Cetera. Appointments By Lincoln And Envestnet.

By WSR Newsroom

/ 26 Aug 2025

Deals & Recruiting Roundup: Cresset, Mariner, Sanctuary And Cetera

Wealthtech

Wealthtech Roundup: Amplify, FINNY, AssetLink, GReminders, Nitrogen And More

News Featuring Amplify, FINNY, AssetLink, GReminders, Nitrogen And Indivisible Partners, MyVest And Alphathena, eLegacy And EncorEstate, Cambridge, Templum And FusionIQ, SMArtX, Mission And Vanilla

By WSR Newsroom

/ 26 Aug 2025

Wealthtech Roundup: Amplify, FINNY, AssetLink, GReminders, Nitrogen And More

Letters From Larry

Avoiding First Time M&A Pitfalls And Behaviorally Aligned Portfolios

Plus Our Deals & Recruiting Roundup, FSI And Oxford Economics’ Survey On New Jersey Advisors, Osaic’s Credit Union Recruit, F2’s Survey On Custodians And Corient’s Acquisition

By Larry Roth

/ 20 Aug 2025

Larry Roth, CEO, Wealth Solutions Report

Deals & Recruiting

Deals & Recruiting Roundup: Lido, Abacus, Merit, Steward, Corient And More

Lido And Dynasty Receive Capital. M&A By Merit, Steward, Corient And SageView. Recruitments By Osaic And Raymond James. Holistic Wealth Launches. Appointments By iCapital, EP And VestGen.

By WSR Newsroom

/ 19 Aug 2025

Deals & Recruiting Roundup: Lido, Abacus, Merit, Steward, Corient And More

Letters From Larry

We Honor Top Capital Partners And The Ascentix Network Launches

Plus Our Investments And Deals & Recruiting Roundups, LPL’s New HR Head, mFORCE’s Partnership, GeoWealth’s Fundraising, Arax’s $1 Billion Acquisition, FINNY’s New Capabilities, Next Gen Development And CAIS’ Private Credit Index

By Larry Roth

/ 13 Aug 2025

Deals & Recruiting

Deals & Recruiting Roundup: LPL, GeoWealth, EdgeCo, Merchant And More

Acquisitions By LPL, Arax, Aspen, Carson And EdgeCo. Capital Raise By GeoWealth. Recruiting By Sanctuary, Ameriprise And Cetera. Merchant Partners With Sterling Trustees. Appointments By LPL And Oppenheimer.

By WSR Newsroom

/ 12 Aug 2025

Deals & Recruiting Roundup: LPL, GeoWealth, EdgeCo, Merchant And More

Investment Solutions

Investments Roundup: Vestmark, Amplius, AssetMark, CFRA, Halo And More

News Featuring Vestmark, Amplius, AssetMark, CFRA, Halo, Coller Capital, Alumni Ventures, First Trust, Tortoise, Unlimited, CAIS And Advyzon.

By WSR Newsroom

/ 12 Aug 2025

Investments Roundup: Vestmark, Amplius, AssetMark, CFRA, Halo And More

Letters From Larry

Honoring Industry Storytellers And Helping Clients Avoid UHNW Scams

Plus Our Deals & Recruiting Roundup, A $2.3 Billion Ameriprise Breakaway, Amplius’ Tax-Advantaged ETF, GTCR Will Buy FMG, Cherry Creek’s New Hire, Savvy’s Recruits, Choreo’s New Chief Growth Officer And Mercer’s $1.2 Billion Acquisition

By Larry Roth

/ 6 Aug 2025

Deals & Recruiting

Deals & Recruiting Roundup: GTCR, Mercer, Cetera, AmeriFlex And More

Acquisitions By GTCR And Mercer. Recruiting By Cetera, AmeriFlex, Savvy, LPL And Raymond James. Appointments By Cresset, AssetMark, Cherry Creek, VestGen And Choreo.

By WSR Newsroom

/ 5 Aug 2025

Deals & Recruiting Roundup: GTCR, Mercer, Cetera, AmeriFlex And More

Letters From Larry

AI And HR, Regtech For Small Teams And 401(k) Cash-Outs

Plus Our Deals & Recruiting Roundup And AssetMark’s Private Markets Expansion

By Larry Roth

/ 30 Jul 2025

Deals & Recruiting

Deals & Recruiting Roundup: Merchant, SEI, NewEdge And Coldstream

Minority Stake By Merchant. Summit Invests In 4 Firms. Acquisitions By EP Wealth, SEI And Osaic. Recruiting By NewEdge, Ameriprise, LPL, Cetera And Steward. Adam Spiegelman Launches New RIA. Appointments By Coldstream.

By WSR Newsroom

/ 29 Jul 2025

Deals & Recruiting Roundup: Merchant, SEI, NewEdge And Coldstream

Letters From Larry

M&A Spotlight Shifts, Breaking Down The Big Beautiful Bill And Embracing Tech

Plus Our Wealthtech And Deals & Recruiting Roundups, The Invest In Others Finalists, WCG Launching Its Advisory Board, SFA’s Latest Promotion, Masttro Teaming With Arch And Vestmark’s UMA With Blackrock, Dynasty And iCapital

By Larry Roth

/ 23 Jul 2025

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