newsletter

Deals & Recruiting

Deals & Recruiting Roundup: Arax, Carson, LPL, Sequoia, Logic Capital And More

Mergers With Logic Capital And AlphaCore; Acquisitions By Sequoia And Arax; Recruiting By Carson Group, LPL, Dynasty And NewEdge; DeVoe’s RIA M&A Report; The Wealth Alliance’s Minority Stake; Osaic Partners With Navy Federal; And EP Wealth Rehires Tax Expert

By Julius Buchanan

/ 4 Feb 2025

Deals & Recruiting Roundup: Arax, Carson, LPL, Sequoia, Logic Capital And More

Letters From Larry

Investment Products Continue To Evolve In 2025

Plus Our Deals & Recruiting And Wealthtech Roundups; Mitigating Compliance Risks; Relationships As The Basis For Tech; Rebalancing Technology; Compound Planning Hires; Berkshire, Ficomm And Cerulli Reports; And Coldstream And Wealth.com Appointments

By Larry Roth

/ 28 Jan 2025

Investment Products Continue To Evolve In 2025

Wealthtech

Wealthtech Roundup: Orion, iCapital, Savvy, Garuda, Wealth.com And More

Q&A With Arun Anur Of Orion – Our Wealthtech Leader Of The Month – Plus News Featuring iCapital, Archive Intel, Wealth.com, Wealthtender, Savvy Advisors, CapIntel, AdvicePay And GReminders

By Julius Buchanan

/ 27 Jan 2025

Arun Anur, Chief Operating Officer, Orion

Deals & Recruiting

Deals & Recruiting Roundup: BridgePort, Focus, Bogart, Envestnet And More

Eddie Rollins Of BridgePort Is Our Recruiter Of The Month. M&A With Bogart And Wealth Enhancement. Berkshire’s And ECHELON’s M&A Reports. Focus Financial’s Network Deal. Advisor Recruiting By Carson, Compound Planning, Rockefeller And Ashton Thomas. Promotions And People Moves By Envestnet, Merit, K

By Julius Buchanan

/ 27 Jan 2025

Eddie Rollins, Managing Director, BridgePort Financial Solutions

Letters From Larry

When Your Clients Want Reassurance After M&A

Plus Our Deals & Recruiting Roundup, Our Top 10 Stories Of 2024, Perigon’s Partnership With Goldman, Reflection’s Partnership With Newday, Recruiting By World Investments And Integrated Partners And iCapital’s Acquisition

By Larry Roth

/ 22 Jan 2025

When Your Clients Want Reassurance After M&A

Deals & Recruiting

Deals & Recruiting Roundup: Corient, Raymond James, Kestra, Janus And More

Acquisitions By World Investments, Corient And Mariner. Recruiting By Integrated Partners, Raymond James And RBC. Strategic Partnerships Between Perigon And Goldman, As Well As Newday And Reflection. People Moves At Kestra Financial And Janus Henderson. Snowden Lane Redeems Stake. Carson To Launch T

By Julius Buchanan

/ 20 Jan 2025

Deals & Recruiting Roundup: Corient, Raymond James, Kestra, Janus And More

Letters From Larry

Is Your Platform What Advisors Want?

Plus Our Investments And Deals & Recruiting Roundups, Acquisitions By Mariner, Merit And Carson, 2025 Recruiting Predictions, Invest In Others’ Grants, Sanctuary’s Recruit, Scranton’s New Book And A Stratos Affiliate’s Succession Transformation

By Larry Roth

/ 14 Jan 2025

Investment Solutions

Investments Roundup: ICI, CAIS, BlackRock, HFR, Cerulli And More

Product News Featuring The Investment Company Institute, CAIS Group, BlackRock, Money Management Institute, Pantheon, Cerulli, HFR And Citi

By Julius Buchanan

/ 14 Jan 2025

Investments Roundup: ICI, CAIS, BlackRock, HFR, Cerulli And More

Deals & Recruiting

Deals & Recruiting Roundup: Cerity, Mariner, Sanctuary, Kestra, Merrill And More

M&A By Cerity, Mariner And Mercer; Strategic Partnerships By Sanctuary And Kestra; Sullivan Joins Procyon Partners; Strawhecker Joins Dynasty Financial; And Merrill’s New UHNW Group

By Julius Buchanan

/ 14 Jan 2025

Deals & Recruiting Roundup: Cerity, Mariner, Sanctuary, Kestra, Merrill And More

Letters From Larry

Advocacy Remains A Key Priority In 2025

Plus 2024 Deals & Recruiting Highlights, StreetCred Advises On Media Relations And iShares Launches A Buffer ETF

By Larry Roth

/ 7 Jan 2025

Deals & Recruiting

Deals & Recruiting Roundup: Top News For Each Month Of 2024

The Top Deals And Recruiting News Of 2024 Includes Acquisitions By CWC, LPL, Mercer, Arax, KKR, Sanctuary Wealth, CW Advisors, IEQ, Pathstone And CAPTRUST; Recruitment By Raymond James; And Fisher Investments’ Minority Stake Sale

By Julius Buchanan

/ 6 Jan 2025

Deals & Recruiting Roundup: Top News For Each Month Of 2024

Letters From Larry

At The M&A Buffet, Take Time To Digest

Plus Our Wealthtech And Deals & Recruiting Roundups, My Webinar With Income Conductor, Marcoms Predictions, Preparing Clients For The Future And Giving Them Certainty In Uncertain Times

By Larry Roth

/ 31 Dec 2024

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