newsletter

• Letters From Larry

Understanding The Next Generation

Plus Wealthtech News And Leader Of The Month, Recruitment News, Recruiting For Small Advisors, 3Q M&A Insights And Women’s Issues Regarding Liquidity Events

By Larry Roth

/ 1 Nov 2022

• Wealthtech

Wealthtech Roundup: Taiko, Riskalyze, Orion, Docupace And Bento Engine

Taiko Launches Investment And Support Platform for Firms, Riskalyze Hosts Fearless Investing Summit, Orion Releases RIA Marketing Tech Suite, Docupace Names Lori Hardwick Chair Of The Board, and Bento Engine Enhances C-Suite And Advisor Content

By Chris Latham

/ 1 Nov 2022

• Deals & Recruiting

Recruitment Roundup: Ameriprise, Sanctuary Wealth, Kestra And Cetera

Ameriprise Recruits Wells Fargo Advisors With $375 Million, Sanctuary Wealth Adds $564 Million Team From Merrill Lynch, Kestra Brings On $650 Million Canton Wealth Partners And Cetera Invests In $2.5 Billion CCR Wealth Management

By Chris Latham

/ 1 Nov 2022

• Letters From Larry

Financial Planning for Those In Need

And The Latest Recruitment News, 3Q M&A Insights, Bizarre Stories, The Vision Of A Family Office CEO And A New Digital Platform CTO

By Larry Roth

/ 26 Oct 2022

• Deals & Recruiting

Recruitment Roundup: Kestra, UBS, Raymond James And Our New Recruiter Of The Month

Kestra Brings On $600 Million Michigan Team, UBS Hires $1 Billion Rhode Island Team, Raymond James Recruits $2.9 Billion Virginia Team And Scott Posner Of LPL Financial Is Our New Recruiter Of The Month

By Chris Latham

/ 25 Oct 2022

• Letters From Larry

Examining The In-Branch Recruiting Trend

Plus The Latest Transitions, Transactions & Promotions, ESG For The Long Term, An RIA Roundtable, Alts On A Blockchain And Advice On Moving Employees Back To The Office

By Larry Roth

/ 19 Oct 2022

• Letters From Larry

Announcing WSR’s Hispanic Top Industry Leaders

Plus The Latest In Recruiting, A Retirement Specialist Firm Makes Moves, A $1 Billion Custodian Recruitment, How Advisor-Directed Strategies Can Beat DIY Investors, Robos And Third-Party Platforms And More

By Larry Roth

/ 12 Oct 2022

• Deals & Recruiting

Recruitment Roundup: Hightower, WEG, Mercer And Cetera

Hightower Facilitates $102 Million Sub-Acquisition For Fairport Wealth, Wealth Enhancement Group Adds $677 Million Bohmer Kilcoyne, Mercer Acquires $1 Billion Goldstein Munger + Associates And Cetera Recruits $3 Billion Burrows Capital Advisors

By Chris Latham

/ 10 Oct 2022

• Letters From Larry

Emerging Innovations In ESG

Plus Wealthtech And Recruiting News, Concourse’s New CEO And Morningstar’s Reasons Not To Worry About Politics

By Larry Roth

/ 5 Oct 2022

• Wealthtech

Wealthtech Roundup: GeoWealth, Pontera, Advisor360°, Snappy Kraken And Docupace

GeoWealth Launches Investment Consulting Division, Pontera Appoints First CMO, Advisor360° Enhances Advisor-Client Toolkit, Snappy Kraken Partners With Three Leading CRMs And Docupace Expands Executive and Management Bench

By Chris Latham

/ 4 Oct 2022

• Deals & Recruiting

Recruitment Roundup: Mariner, Stratos, UBS And Concurrent Advisors

Mariner Wealth Advisors Acquires $256 Million Firm, Stratos Wealth Advisors Recruits $400 Million Advisor, UBS Recruits 10 Merrill Lynch Advisors With $2.85 Billion And Concurrent Advisors Exits Raymond James To Form $12.7 Billion Hybrid RIA

By Chris Latham

/ 3 Oct 2022

• Letters From Larry

Retirement Russian Roulette, Liquidity Event Mistakes And More

The Latest In Recruiting, Bizarre Industry News, Organic Growth Strategy, Wealthtech Improving Operations And Growth Through Leadership Expansion

By Larry Roth

/ 28 Sep 2022