newsletter

Letters From Larry

Honoring Industry Storytellers And Helping Clients Avoid UHNW Scams

Plus Our Deals & Recruiting Roundup, A $2.3 Billion Ameriprise Breakaway, Amplius’ Tax-Advantaged ETF, GTCR Will Buy FMG, Cherry Creek’s New Hire, Savvy’s Recruits, Choreo’s New Chief Growth Officer And Mercer’s $1.2 Billion Acquisition

By Larry Roth

/ 6 Aug 2025

Larry Roth, CEO, Wealth Solutions Report

Deals & Recruiting

Deals & Recruiting Roundup: GTCR, Mercer, Cetera, AmeriFlex And More

Acquisitions By GTCR And Mercer. Recruiting By Cetera, AmeriFlex, Savvy, LPL And Raymond James. Appointments By Cresset, AssetMark, Cherry Creek, VestGen And Choreo.

By WSR Newsroom

/ 5 Aug 2025

Deals & Recruiting Roundup: GTCR, Mercer, Cetera, AmeriFlex And More

Letters From Larry

AI And HR, Regtech For Small Teams And 401(k) Cash-Outs

Plus Our Deals & Recruiting Roundup And AssetMark’s Private Markets Expansion

By Larry Roth

/ 30 Jul 2025

Deals & Recruiting

Deals & Recruiting Roundup: Merchant, SEI, NewEdge And Coldstream

Minority Stake By Merchant. Summit Invests In 4 Firms. Acquisitions By EP Wealth, SEI And Osaic. Recruiting By NewEdge, Ameriprise, LPL, Cetera And Steward. Adam Spiegelman Launches New RIA. Appointments By Coldstream.

By WSR Newsroom

/ 29 Jul 2025

Deals & Recruiting Roundup: Merchant, SEI, NewEdge And Coldstream

Letters From Larry

M&A Spotlight Shifts, Breaking Down The Big Beautiful Bill And Embracing Tech

Plus Our Wealthtech And Deals & Recruiting Roundups, The Invest In Others Finalists, WCG Launching Its Advisory Board, SFA’s Latest Promotion, Masttro Teaming With Arch And Vestmark’s UMA With Blackrock, Dynasty And iCapital

By Larry Roth

/ 23 Jul 2025

Deals & Recruiting

Deals & Recruiting Roundup: Elevation Point, LPL, Hightower And More

Minority Stake By Elevation Point. Acquisition By NorthRock. M&A Reports By DeVoe And ECHELON. Recruiting By LPL and NewEdge. Appointments By Envestnet, Hightower, Gregory FCA, SFA And Wealth Consulting Group.

By WSR Newsroom

/ 22 Jul 2025

Deals & Recruiting Roundup: Elevation Point, LPL, Hightower And More

Wealthtech

Wealthtech Roundup: World, Orion, Nitrogen, Oasis And More

News Featuring World, Orion, Nitrogen, Oasis, Zocks, Envestnet, BNY Pershing, Osaic, Advisor360°, TIFIN, Arch And Cetera

By WSR Newsroom

/ 22 Jul 2025

Wealthtech Roundup: World, Orion, Nitrogen, Oasis And More

Letters From Larry

This Year’s CMO 5 And The Intersection Of Marketing And M&A

Plus Our Deals & Recruiting And Investments Roundups, M&A Conferences, Serving Neurodiverse Clients, Litigation Wisdom, Fi3’s Partnership With Opto, Modern’s Acquisition, Constellation’s Stake In Merit, Sanctuary’s Recruit And iCapital’s Fundraising

By Larry Roth

/ 16 Jul 2025

Deals & Recruiting

Deals & Recruiting Roundup: Modern, Merit, LPL, RBC And Beacon Pointe

Acquisitions By Modern Wealth, F2 Strategy, Constellation, Procyon, Beacon And Aspen. Capital Raise By iCapital. Recruiting By Sanctuary, LPL And RBC. Fi3 Advisors And Opto Partnering On Private Markets. Appointments By RWA.

By WSR Newsroom

/ 15 Jul 2025

Deals & Recruiting Roundup: Modern, Merit, LPL, RBC And Beacon Pointe

Investment Solutions & Gatekeepers

Investments Roundup: RFG, CAIS, Cetera, Orion, Morningstar And More

News Featuring RFG, iCapital, CAIS, Cetera, Morningstar, Nuveen, Captrust, William Blair, Orion, HFR, IIA And William Blair.

By WSR Newsroom

/ 15 Jul 2025

Investments Roundup: RFG, CAIS, Cetera, Orion, Morningstar And More

Letters From Larry

Estate Planning, Overcoming Challenges And Advisors Approaching Retirement

Plus Our Deals & Recruiting Roundup, Mercer’s Acquisition, Sanctuary’s Recruit, Orion And iCapital’s Partnership, Moors & Cabot’s 135th Anniversary And Fidelis’ New Hire

By Larry Roth

/ 9 Jul 2025

Deals & Recruiting

Deals & Recruiting Roundup: Mercer, Cambridge, Savvy And Fidelis

Acquisitions By Mercer and Steward. Fundraising By Savvy. Recruiting By Cambridge, Sanctuary, Raymond James And RBC. Appointments By Fidelis, Triad, LPL, Choreo And EP Wealth.

By WSR Newsroom

/ 8 Jul 2025

Deals & Recruiting Roundup: Mercer, Cambridge, Savvy And Fidelis

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