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Letters From Larry

Advisors Must Prepare For Trillions To Change Hands

Plus Our Deals & Recruiting And Investment Roundups, E&O Insurance, Empathy In Succession Discussions, Migrating Assets From A Wirehouse, Public Finance And Financial Education

By Larry Roth

/ 14 Feb 2024

Advisors Must Prepare For Trillions To Change Hands

Investment Solutions & Gatekeepers

Investments Roundup: MRB Partners, Morningstar, Vanguard, Cerulli And More

In this edition of the Investments Roundup, we speak with our newest Investment Solutions Leader of the Month, Phillip Colmar, Partner, Global Strategy & Fixed Income, at MRB Partners. Other

By Chris Latham

/ 13 Feb 2024

Our newest Investment Solutions Leader of the Month, Phillip Colmar, Partner, Global Strategy & Fixed Income, at MRB Partners.

Deals & Recruiting

Deals & Recruiting Roundup: EP Wealth, NewEdge, Angeles, LPL And More

Miracle Mile, EP Wealth And Carson Wealth Make Acquisitions. LPL, NewEdge Advisors And Angeles Wealth Recruit Advisors. Mercer Partners With Catchlight On Lead-Gen. And Savant Recruits Jon Zindel As CFO From William Blair.

By Chris Latham

/ 12 Feb 2024

Deals & Recruiting Roundup: EP Wealth, NewEdge, Angeles, LPL And More

Letters From Larry

Industry Leaders’ Insights From FSI OneVoice

Plus Our Weekly Deals & Recruiting Roundup, Our Latest Wealthtech Roundup, A Dedicated Sales Team, Investor Biases And Wirehouse Recruiting

By Larry Roth

/ 6 Feb 2024

Dale Brown, President & CEO, Financial Services Institute; Emily Schlosser, FSI Board Member & COO, BNY Mellon | Pershing; and Marc Squires, FSI Board Member & Head of the Wealth and Broke...

Deals & Recruiting

Deals & Recruiting Roundup: Mariner, Ameriprise, Rise Growth Partners And More

Mariner, OneDigital And Kestra Make Acquisitions. Compound Planning And Ameriprise Recruit Advisors. Rise Growth Secures $250 Million From Charlesbank. Perigon Partners With Premier Sports Network. Bernstein Expands UHNW Platform. And Summit Trail Promotes 3 Team Members To Partners.

By Chris Latham

/ 5 Feb 2024

Deals & Recruiting Roundup: Mariner, Ameriprise, Rise Growth Partners And More

Wealthtech

Wealthtech Roundup: AdvisorEngine, T3, CogniCor, AssetMark And More

T3, CapIntel And SnappyKraken Reveal Advisor Tech Reports. AssetLink Launches. Nitrogen Partners With RFG. CogniCor Integrates With Microsoft. Flourish Annuities Launches. AssetMark Launches Tax Services. Orion Enhances Syncing, AI Tools. And Rich Cancro Of AdvisorEngine Is Our Newest Wealthtech Lea

By Chris Latham

/ 5 Feb 2024

Wealthtech Leader of the Month, Rich Cancro, CEO of AdvisorEngine

Letters From Larry

Spotlight On Excellence: Our Second Annual Wealth Exemplar Awards

I am excited this week to announce the winners of the second annual invitation-only WSR Wealth Exemplar Awards. We expanded the 2024 awards to 15 categories that once again spotlight

By Larry Roth

/ 31 Jan 2024

Spotlight On Excellence: Our Second Annual Wealth Exemplar Awards

Deals & Recruiting

Deals & Recruiting Roundup: Miracle Mile, Carson Group, Summit, Stifel And More

WPCG And HGGC Invest In True North. Cetera Invests In Wilde Wealth. Carson Group Brings On 31 Firms In 2023. Summit, Stifel And LPL Announce Recruitments. Prospera Launches Family Office Services. Stratos Hires Chief Market Strategist. And Miracle Mile CEO Bruce Milam Is Our Newest Recruiter Of The

By Chris Latham

/ 30 Jan 2024

Letters From Larry

With T3 And FSI OneVoice, It’s Conference Time Again!

Plus Deals & Recruiting, Insurtech Gaps, Video Marketing, Commonwealth’s 2024 Market And Economic Outlook, An Annuities Platform Launch, Wealthtech Marketing, Survey Results, Haven Tower Enters Marketing, AI Introduces Assets And CogniCor Teams With Microsoft

By Larry Roth

/ 25 Jan 2024

With T3 And FSI OneVoice, It’s Conference Time Again!

Deals & Recruiting

Deals & Recruiting Roundup: Constellation, Dynasty, Oppenheimer And More

M&A By Constellation, MAI And RedBird’s Arax. Recruitments By Osaic, Atria’s Cadaret Grant And The AmeriFlex Group. Smarsh Surveys RIAs And Broker-Dealers. Integrated Teams Up With Russ Alan Prince. Procyon Partners Hires Chief Revenue Officer. Oppenheimer Appoints Public Finance Head.

By Chris Latham

/ 22 Jan 2024

Deals & Recruiting Roundup: Constellation, Dynasty, Oppenheimer And More

Letters From Larry

Contrarian Views On China, Modern Portfolio Theory And More

Plus Deals & Recruiting, Our Investments Roundup, Hightower’s M&A, Marketing Trends, Advisor Recruiting In 2024, And Atria’s FI Partnerships

By Larry Roth

/ 17 Jan 2024

Contrarian Views On China, Modern Portfolio Theory And More

Investment Solutions & Gatekeepers

Investments Roundup: HFR, Cerulli, Blackstone, VanEck And More

Q&A With HFR President Kenneth Heinz – Our Investments Solutions Leader Of The Month – And Product News Featuring Cerulli, Blackstone, VanEck, Arch Indices, FusionIQ, Smartleaf, SoFi, Simplify and SKYVIEW 1

By Chris Latham

/ 16 Jan 2024

Investments Roundup: HFR, Cerulli, Blackstone, VanEck And More

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