newsletter

Letters From Larry

Insights And Implications From Our State Of Advisor Technology Survey

Plus My Review Of Cybersecurity And Video Interviews On Regulation And Growth, Our Deals & Recruiting Roundup, UHNW Tax Strategies, Stock Market Predictions, Fidelity Introduces Offerings, Asset Managers Step Up Resources, How To Build Trust, PreciseFP’s Referral Launch, Bennyhoff’s Fractional CIO A

By Larry Roth

/ 13 Aug 2024

Deals & Recruiting

Deals & Recruiting Roundup: Corient, Focus, Journey, Carson, RBC And More

M&A By Corient, Focus, Savvy And Houlihan Lokey. Recruitments By LPL, Cetera, Journey And Carson. Partnerships By Succession Link And Chalice. Strategic Appointments By Nepsis And RBC.

By Chris Latham

/ 13 Aug 2024

Deals & Recruiting Roundup: Corient, Focus, Journey, Carson, RBC And More

Letters From Larry

We Honor Outstanding Professional Services Firms

Plus Deals & Recruiting, Wealthtech News, AI For Advisors, The Impact Of Remote Work On Recruiting, Marcoms Strategies During Elections, Bluespring’s $1.35 Billion Acquisition, Commonwealth’s Recruit And A New Energy ETF

By Larry Roth

/ 6 Aug 2024

We Honor Outstanding Professional Services Firms

Deals & Recruiting

Deals & Recruiting Roundup: World, OneDigital, CAPTRUST, Sequoia And More

M&A By OneDigital, Bluespring, Sequoia And Robertson Stephens. Recruitments by Commonwealth And Cetera. Asset Milestones By CAPTRUST And Wealthcare. Strategic Appointments By Focus And Bridgemark. Strategic Partnership By Merrill. And Troy Hammond Of World Investment Advisors Is Our Newest Recruiter

By Chris Latham

/ 5 Aug 2024

Troy Hammond, CEO, World Investment Advisors

Wealthtech

Wealthtech Roundup: Future Proof, Docupace, RISR, BMO, InvestCloud And More

Q&A With Michael Batnick Of Ritholtz Wealth Management – Our Wealthtech Leader Of The Month – And Product News Featuring Docupace, RISR, Domain Money, iCapital, InvestCloud, The Oasis Group, Dynasty, LPL, BMO, ACA Group And BNY Pershing.

By Chris Latham

/ 5 Aug 2024

Michael Batnick, Managing Partner, Ritholtz Wealth Management

Letters From Larry

An Optimal Transition Experience Is Key In The Recruiting Process

Plus Deals & Recruiting, AI Meets M&A, Docupace’s New Investor, Clearing And Custody Needs, KKR Buys Janney, Tech Investment To Support Valuations, M&A On Track For Another Good Year And Savvy’s New Recruits

By Larry Roth

/ 30 Jul 2024

An Optimal Transition Experience Is Key In The Recruiting Process

Deals & Recruiting

Deals & Recruiting Roundup: Janney, Waverly, Bluespring, Alpha Capital And More

M&A By Janney Montgomery Scott, Waverly Advisors And Kestra’s Bluespring. Crestline Lends To Credent. Recruitments By Alpha Capital Family Office, Avantax, LPL And Savvy. Pearl Diver Launches CLO Fund. Elevation Point Expands Leadership Team. And Morgan Stanley’s Investor Survey Sees Bullish Sentime

By Chris Latham

/ 29 Jul 2024

Deals & Recruiting Roundup: Janney, Waverly, Bluespring, Alpha Capital And More

Letters From Larry

We Look Back At The First Half Of 2024

Plus Our Deals & Recruiting And Investments Roundups, IiO’s Award Finalists, Integrated Partners Teams With Wealth.com, World Acquires $3.5 Billion Firm, Reducing Risk And Serenus’ Launch

By Larry Roth

/ 24 Jul 2024

Deals & Recruiting

Deals & Recruiting Roundup: CW Advisors, Prospera, RFG, Lido And More

M&A By CWA, Focus, World Investment Advisors And Modern Wealth. Recruitments By Avantax, Arkadios, Prospera And RBC. Serenus Launches With $1.2 Billion. Integrated Partners Teams With Wealth.com. Strategic Appointments By Lido And RFG.

By Chris Latham

/ 22 Jul 2024

Investment Solutions

Investments Roundup: Harris, iCapital, CAIA, Abacus Life, Kingswood And More

Q&A With Rana Wright Of Harris / Oakmark – Our Investments Solutions Leader Of The Month – And Product News Featuring Morningstar, iCapital, Raymond James, Abacus Life, BlackRock, T. Rowe Price, CAIA, Kingswood, Franklin Templeton, Cerulli And HFR.

By Chris Latham

/ 22 Jul 2024

Rana Wright, Partner and Chief Legal and Administrative Officer, Harris | Oakmark

Letters From Larry

Mentoring Isn’t Just For Mentees – It Benefits All Of Us

Plus Our Deals & Recruiting Roundup, Addressing Client Longevity, Preventing Elder Abuse, Pensionmark’s Rebrand, Coldstream’s Merger, Modern’s Acquisition And Ficomm’s Predicted ‘Referral Cliff’

By Larry Roth

/ 16 Jul 2024

Mentoring Isn’t Just For Mentees – It Benefits All Of Us

Deals & Recruiting

Deals & Recruiting Roundup: Envestnet, Coldstream, Cerity, Rockefeller, Farther And More

M&A By Coldstream, Wealth Enhancement Group And Cerity. Envestnet Goes Private. Advisor Recruitments By Rockefeller, Cetera, LPL, Farther And Corient. Dynasty Crosses $100 Billion Threshold. Trilogy Financial Appoints Michael Serio As CIO. UBS Recruits $1.1 Billion Advisor Joshua Cummins From Merril

By Chris Latham

/ 15 Jul 2024

Deals & Recruiting Roundup: Envestnet, Coldstream, Cerity, Rockefeller, Farther And More

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