newsletter

• Letters From Larry

AAPI Heritage Month: Celebrating the Present; Planning for the Future

WSR Celebrates AAPI Heritage Month with Pathfinder Awards – Plus: How to Install or Upgrade Regtech

By Larry Roth

/ 25 May 2022

• Letters From Larry

Crypto Bloodbath!!  Where Wealth Management and Crypto Go From Here

A Nightmare Week for Crypto, Retirement Planning Lessons for FAs from the NFL – Plus, the Latest M&A, Recruiting, Strategic Partnerships and People Moves

By Larry Roth

/ 18 May 2022

• Letters From Larry

Crypto Pickpocket Alert!  Keep An Eye on Your Crypto Wallet

How To Protect Your Crypto, an Insurer’s Rapid Growth in Wealth Management, Plus Financial Advisor Declared Dead by Former Firm – Despite Being Very Much Alive

By Larry Roth

/ 11 May 2022

• Letters From Larry

Is It Time for ESG to Cut Oil Some Slack?

How ESG Views Oil and Natural Gas Shortages, Best Practices for Adopting New Regtech Systems, and More

By Larry Roth

/ 4 May 2022

• Letters From Larry

Might Russian Hackers Target Your Business?

How Russia’s Invasion of Ukraine Could Increase Your Cybersecurity Risk, When a Firm Should Consider Establishing an ESOP and More

By Larry Roth

/ 27 Apr 2022

• Letters From Larry

Is David Defeating Goliath in the Recruiting Race?

Study Reveals Advisors Prefer Affiliation With Smaller Firms, Clients Asking About Cash as Interest Rates Rise

By Larry Roth

/ 20 Apr 2022

• Letters From Larry

Technology’s Deep and Lasting Impact on Wealth Management

Wealthtech Innovations Abound Across Crypto, Compliance, Retirement and Beyond, WSR Pathfinder Awards Winner Counsels Industy to Promote Awareness for Women

By Larry Roth

/ 13 Apr 2022

• Letters From Larry

SHUT THE FRONT DOOR – It's Already Been One Year Since WSR's Launch?

To My Fellow WSR Community Members: As the cool kids say to avoid profanity, "SHUT THE FRONT DOOR." I can't believe that it's already

By Larry Roth

/ 6 Apr 2022

• Letters From Larry

Pathfinder Awards: Top Women COOs, General Counsel and Chief Experience Officer

A Strong Platform for Women’s Voices in the Wealth Management Industry, Retirement Plan Provider Strategizes for Rapid Growth of Wealth Management Business

By Larry Roth

/ 30 Mar 2022

• Letters From Larry

Top Women Leaders and Top Women Rising Stars

Women’s Pathfinder Awards Continues, Cybersecurity and the Latest Roundup of Transitions, Transactions & Promotions in the Industry

By Larry Roth

/ 23 Mar 2022

• Letters From Larry

Will the Federal Reserve Make Recruiting Easier or Harder?

The Impact of Interest Rate Increases on Recruiting Strategies; Top Women Dealmakers and CMOs; and Smarsh Responds to e-Discovery Needs With a New Ecosystem

By Larry Roth

/ 17 Mar 2022

• Letters From Larry

Customizing Advisor Careers and Women’s Advancement in Our Industry

The Trend Towards Tailored Career Paths for Individual Advisors and Businesses; Chief Diversity and Inclusion Officer Demonstrates Progress and Shares Advice

By Larry Roth

/ 9 Mar 2022