newsletter

Letters From Larry

‘Data Is The New Oil,’ Rapid AI-Driven Change And Lead Engagement

Plus Oppenheimer On Bonds, Bluespring’s Acquisition From Kestra, Sanctuary’s Wirehouse Recruit, ‘Onchain’ Hedge Fund Strategies, Cetera’s RIA And Branches Channel, And Our Investments And Deals & Recruiting Roundups

By Larry Roth

/ 18 Jun 2025

Larry Roth, CEO, Wealth Solutions Report

Investment Solutions

Investments Roundup: Ameriprise, Nitrogen, BetaNXT, Morningstar And More

News Featuring Ameriprise, Nitrogen, BetaNXT, Morningstar, Sowell, LPL, TCW, Goldman, VanEck, HFR, L1 And State Street.

By WSR Newsroom

/ 17 Jun 2025

Investments Roundup: Ameriprise, Nitrogen, BetaNXT, Morningstar And More

Deals & Recruiting

Deals & Recruiting Roundup: Sixth Street, Commonwealth, Savant And More

Acquisitions By Sixth Street, Hub International, Bluespring, Lido, Carson And EdgeCo. Recruiting By VestGen, Dynasty, Sanctuary And Commonwealth. Appointments By Bahnsen And Savant.

By WSR Newsroom

/ 17 Jun 2025

Deals & Recruiting Roundup: Sixth Street, Commonwealth, Savant And More

Letters From Larry

Wealthtech Reaches The Mass Affluent, Building The C-Suite And Estate Tech

Plus Multi-Billion Deals By Coldstream, Arax, Mercer And Sammons, And VanEck’s Alts ETF

By Larry Roth

/ 11 Jun 2025

Deals & Recruiting

Deals & Recruiting Roundup: Sammons, Coldstream, Caprock And More

Acquisitions Including Mercer, Arax, Sammons, Coldstream, Mariner And EP. Recruiting By Perigon And Nordwand Capital. Appointments By Caprock, Mission, Hightower And CAPTRUST.

By WSR Newsroom

/ 10 Jun 2025

Deals & Recruiting Roundup: Sammons, Coldstream, Caprock And More

Letters From Larry

Attracting The Next Gen, M&A Advantages And Quantitative Oversight

Plus AI Uses, Deals & Recruiting And Wealthtech Roundups, Beacon Pointe’s Retirement Hire, Integrated’s Recruitment, LPL Recruits From Merrill And Cetera Appoints A Head For RIA Blueprint

By Larry Roth

/ 4 Jun 2025

Attracting The Next Gen, M&A Advantages And Quantitative Oversight

Wealthtech

Wealthtech Roundup: Envestnet, Surge, Carson, Raymond James And More

News Featuring Envestnet, Surge, Carson, Raymond James, Vestmark, Jump, TIFIN, Amplify, AdvisorEngine, Modern Wealth, Cetera And Arete Wealth

By WSR Newsroom

/ 4 Jun 2025

Wealthtech Roundup: Envestnet, Surge, Carson, Raymond James And More

Deals & Recruiting

Deals & Recruiting Roundup: Carson, RBC, Ashton Thomas And More

M&A By Carson And Simon Quick. Recruiting By RBC Wealth, Beacon Pointe, LPL And Integrated Partners. Garrett D’Alessandro Debuts Sandro Wealth. FSI launches Career Portal. AdvisorEngine And TradePMR Join Forces. Appointments By LPL And Cetera.

By WSR Newsroom

/ 3 Jun 2025

Deals & Recruiting Roundup: Carson, RBC, Ashton Thomas And More

Letters From Larry

Advisors Need A Seat At The Table In Washington, D.C.

Plus Our Deals & Recruiting Roundup, Extraordinary Advisor Stories, Private Equity Secondaries, Succession For Business Owner Clients, Hightower’s Latest Stake, Serving Women Clients And Summit’s Minority Stakes

By Larry Roth

/ 28 May 2025

Advisors Need A Seat At The Table In Washington, D.C.

Deals & Recruiting

Deals & Recruiting Roundup: Hightower, Angeles, Raymond James And More

M&A By Hightower, Summit Financial, HPS And Cary Street. Recruiting By Raymond James And & Partners. RIAs Third View And QTR Launch. Raymond James Recruits Trustmark. Appointments By Summit Trail, Caprock And Angeles.

By WSR Newsroom

/ 27 May 2025

Deals & Recruiting Roundup: Hightower, Angeles, Raymond James And More

Letters From Larry

Your Skills Can Make A Difference

Plus Our Deals & Recruiting Roundup, AI For Advisors, Custodian Conferences, Surge Ventures’ New AI Platform, Hightower’s $3.8 Billion Acquisition, NWF Rebrands As Artisan, Sanctuary’s $2 Billion Recruit And Sowell’s Partnership With Goldman

By Larry Roth

/ 21 May 2025

Deals & Recruiting

Deals & Recruiting Roundup: HUB, iCapital, Hightower, Addepar And More

M&A By HUB, iCapital, Hightower And Addepar. NWF Rebrands To Artisan. Recruitments By Sanctuary, Raymond James, Osaic And NewEdge. Sowell Partners With Goldman. Appointments By Rothschild And Emigrant.

By WSR Newsroom

/ 20 May 2025

Deals & Recruiting Roundup: HUB, iCapital, Hightower, Addepar And More

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