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Letters From Larry

Success In The Succession Crisis

Plus Our Deals & Recruiting Roundup, Investments Roundup, Special Needs Planning, Binah’s Plans, Mercer’s Milestone, TradingBlock’s IPO Service, And Launches Of Balefire And Pendulum Partners

By Larry Roth

/ 14 May 2025

Investment Solutions

Investments Roundup: Simplify, CAIS, BlackRock, Advisors, Edward Jones And More

News Featuring Simplify, CAIS, BlackRock, Advisors, Edward Jones, Ballast Rock, CI Global, YCharts, Venturi, Janus Henderson, HFR And Pacer ETFs.

By WSR Newsroom

/ 13 May 2025

Investments Roundup: Simplify, CAIS, BlackRock, Advisors, Edward Jones And More

Deals & Recruiting

Deals & Recruiting Roundup: Raymond James, Americana Partners, Diamond Consultants And More

Acquisitions By Hub International And Mercer. Emigrant Stakes Elevation Point. Balefire, Pendulum Partners And Macro Edge Launch. Raymond James Offers Minority Stakes. Recruiting By Americana Partners. Appointments By Focus Partners, National Association Of Plan Advisors, Cetera And Diamond Consulta

By WSR Newsroom

/ 13 May 2025

Deals & Recruiting Roundup: Raymond James, Americana Partners, Diamond Consultants And More

Letters From Larry

An Entertaining Look At Compliance And Examinations

Plus Our Deals & Recruiting Roundup, Wealthtech Roundup, Fee Structures In Volatile Markets, Acquisitions By F2 And Modern, Sowell’s And Advisor Asset Management’s Appointments, Expert Takes On Consolidation, Prospera’s Paraplanner Launch And Great Hills Stake In Mission

By Larry Roth

/ 7 May 2025

An Entertaining Look At Compliance And Examinations

Wealthtech

Wealthtech Roundup: LPL, Mercer, Wealth.com, Snappy Kraken And More

News Featuring LPL, Envestnet, BlackRock, TIFIN AG, Wealth.com, BetaNXT, Zocks, Mercer, Snappy Kraken, GReminders And BridgeFT, Plus Reports From F2 Strategy and The Oasis Group

By WSR Newsroom

/ 6 May 2025

Wealthtech Roundup: LPL, Mercer, Wealth.com, Snappy Kraken And More

Deals & Recruiting

Deals & Recruiting Roundup: F2 Strategy, Merit, CW, Great Hill And More

Acquisitions Including F2 Strategy, Merit, Modern Wealth And CW. Minority Stake By Great Hill. M&A Report By DeVoe. Recruiting By Arkadios. Partnerships By Integrated And Summit. Appointments By IFG, Sowell And Docupace.

By WSR Newsroom

/ 6 May 2025

Deals & Recruiting Roundup: F2 Strategy, Merit, CW, Great Hill And More

Letters From Larry

Professional Services Firms Give Our Industry An Edge

Plus Our Deals & Recruiting Roundup; Compliance Technology; Holistic Retirement; Constant Innovation; AI-Based Estate Planning; RFG’s, SFA’s And Raymond James’ Recruits; BlackRock’s Bond ETF Prediction; SEIA Hires Matt Matrisian; And Independent Financial Group Hires Kevin Keefe

By Larry Roth

/ 30 Apr 2025

Professional Services Firms Give Our Industry An Edge

Deals & Recruiting

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

M&A By Lido. Funding Round By Altruist. ECHELON M&A Report. Minority Investment By Elevation Point. Recruitment By RFG, Raymond James, DayMark, Strategic Blueprint and Kestra. Appointments By SEIA And Sound Income Group. And Merrill Sees An Exit To RBC.

By WSR Newsroom

/ 29 Apr 2025

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

Letters From Larry

Hiring Next Gen Advisors Directly From The College Campus

Plus Our Deals & Recruiting Roundup, Tax Strategy, Wealth.com And eMoney’s Partnership, Perigon’s Promotions, EP Wealth’s And Creative’s Acquisitions, Stifel’s Recruiting And Essential Edge’s Partnership With RegEd

By Larry Roth

/ 22 Apr 2025

Hiring Next Gen Advisors Directly From The College Campus

Deals & Recruiting

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Acquisitions By EP Wealth, Creative Planning And Pure Financial. Recruiting By Bleakley, Stifel, RBC And Raymond James. Constellation Stakes Procyon. Schwab Stakes Wealth.com. Perigon, Savvy And InvestCloud Make Appointments.

By WSR Newsroom

/ 22 Apr 2025

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Letters From Larry

To Prepare For A Sale, Learn About Potential Buyers

Plus Our Deals & Recruiting And Investment Roundups, Our Guide To Compliance Conferences, Equipping Advisors For Market Turmoil, Dividends Reducing Risk, Appointments By Docupace And IiO, Modern’s Purchases, Janus’ Partnership With Guardian And More

By Larry Roth

/ 16 Apr 2025

To Prepare For A Sale, Learn About Potential Buyers

Investment Solutions

Investments Roundup: CAIS, Robinhood, Blackrock, HFR And More

News Featuring CAIS, Robinhood, BlackRock, HFR, State Street, Ethic, Precidian, Oppenheimer, GBI, World, Janus Henderson, Guardian, Lazard And Schwab.

By WSR Newsroom

/ 15 Apr 2025

Investments Roundup: CAIS, Robinhood, Blackrock, HFR And More

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