newsletter

Letters From Larry

Execution As Alpha, Compliance Outsourcing And Semiliquids Get Rated

Plus Our Deals & Recruiting Roundup, Corient’s $214 Billion Expansion, Mercer’s Acquisitions, IFG’s Hire And Betterment’s Advisor Survey

By Larry Roth

/ 10 Sep 2025

Larry Roth, CEO, Wealth Solutions Report

Deals & Recruiting

Deals & Recruiting Roundup: Mercer, Merchant, Granite Islands, Hightower And More

M&A By Mercer, Merchant, Madison Dearborn, Corient, Savant, Modern Wealth And CW Advisors. RIA Debuts By Granite Islands And Canterbury Capital. Elevation Point And Goldman Sachs’ Partnership. Appointments By Hightower And FNZ.

By WSR Newsroom

/ 9 Sep 2025

Deals & Recruiting Roundup: Mercer, Merchant, Granite Islands, Hightower And More

Letters From Larry

Jersey Trouble, Mid-Sized RIAs Squeezed, And Choosing AI And Regtech Partners

Plus Our Deals & Recruiting Roundup, Unpacking The OBBBA, Cerulli On HNW Clients, Evolving Support Models, MAI And Evoke Combine, And Docupace Sets Out Agentic AI Roadmap

By Larry Roth

/ 3 Sep 2025

Deals & Recruiting

Deals & Recruiting Roundup: EP Wealth, MAI, Focus, Altruist And More

Acquisitions By EP, Wealthspire And MAI. Breakaways Launch Longleaf. Recruiting By LPL, Raymond James, RBC, Sanctuary, NewEdge And Osaic. Custodian Recruitment By Altruist. Focus Financial Promotes In Its C-suite.

By WSR Newsroom

/ 2 Sep 2025

Deals & Recruiting Roundup: EP Wealth, MAI, Focus, Altruist And More

Letters From Larry

Asset Management Conferences, Direct Indexing And The OBBBA

Plus Our Wealthtech And Deals & Recruiting Roundups, ‘Tail Risk,’ Cambridge’s Agentic AI Tool, Sanctuary’s UBS Breakaway Recruit, Cresset’s Acquisition Creating A $200 Billion Firm, Merchant’s Latest Stake, Authentic Client Connection And Mariner’s Acquisitions

By Larry Roth

/ 27 Aug 2025

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

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 & Gatekeepers

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

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