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Letters From Larry

Estate Planning, Entrepreneurial Spirit, The ‘Solo Advisor’ Myth And More

Plus Our WSRIA And Deals & Recruiting Roundups, A Communications Alliance, Tradeoffs Between Scale And Relationships, Merit’s Leadership Moves, FMG’s AI Enhancements And Dispatch’s Transition Tool

By Larry Roth

/ 3 Jun 2026

Estate Planning, Entrepreneurial Spirit, The ‘Solo Advisor’ Myth And More

Deals & Recruiting

WSRIA Roundup: Waverly, Corient, Arax, Cetera And More

Acquisitions By Waverly And Corient; Prairie Wealth Merges With McEwen; Sowell Partners With Merchant; ECHELON Reports On M&A; Recruiting By Sanctuary And Arax; Gryphon Launches; Initiatives By Cetera And Prosperity; Lido Names Executives; And Research By Oasis And AdvisorEngine

By WSR Newsroom

/ 2 Jun 2026

WSRIA Roundup: Waverly, Corient, Arax, Cetera And More

Deals & Recruiting

Deals & Recruiting Roundup: Carson, Merit, Raymond James, LPL And More

Minority Investment By Accelerated Wealth; Recruiting By Raymond James, LPL, Cetera, Carson And NewEdge; And Appointments By Merit, Edelman Financial Engines, InspereX, SEI And Fiduciary Trust

By WSR Newsroom

/ 2 Jun 2026

Deals & Recruiting Roundup: Carson, Merit, Raymond James, LPL And More

Letters From Larry

We Honor Mark Casady As Person Of The Year

Plus Our Deals & Recruiting Roundup, The ‘Operational Paradox,’ The Emotional Side Of M&A, How To Own A Bad Deal, Executing On Reg S-P, Ascentis’ Recruit, Wealth.com’s Partnership With AcquireUp, Bluespring’s Purchase And Gryphon’s Launch

By WSR Newsroom

/ 27 May 2026

We Honor Mark Casady As Person Of The Year

Deals & Recruiting

Deals & Recruiting Roundup: Bluespring, LPL, Cetera And More

Acquisitions By Bluespring And Beacon Pointe; Prairie Wealth Merges With McEwen; Recruiting By LPL, Raymond James And Cetera; Gryphon Launches; Vanilla Partners With BlackRock; Wealth.com Partners With AcquireUp; Appointments By Fiduciary Trust And Amplify; And Research By Oasis Group

By WSR Newsroom

/ 26 May 2026

Deals & Recruiting Roundup: Bluespring, LPL, Cetera And More

Letters From Larry

Family Offices’ AI Risk, Custodian Conferences And Storytelling For M&A

Plus Our Wealthtech And Deals & Recruiting Roundups, Universal Oversight, Concurrent’s Recruit, Corient’s Acquisition And Cerulli’s Research On Alts Distribution

By WSR Newsroom

/ 20 May 2026

Family Offices’ AI Risk, Custodian Conferences And Storytelling For M&A

Wealthtech

Wealthtech Roundup: Schwab, Vestmark, Osaic And More

News Featuring RISR, TaxStatus, Savvy, BetaNXT, CapIntel, WealthReach, Osaic, DeepVest, Schwab, OneVest, Vestmark And InspereX

By WSR Newsroom

/ 19 May 2026

Wealthtech Roundup: Schwab, Vestmark, Osaic And More

Deals & Recruiting

Deals & Recruiting Roundup: Stratos, Lido, Orion, MCF And More

Acquisitions By Stratos, Corient, Lido And MCF; Recruiting By Concurrent, Integrated, Raymond James, LPL And Osaic; Appointments By Orion And Carnegie; And Research By FINTRX

By WSR Newsroom

/ 19 May 2026

Deals & Recruiting Roundup: Stratos, Lido, Orion, MCF And More

Letters From Larry

Top Storyteller Agencies, Digital Optimization And AI Reshaping RIAs

Plus Our Investments And Deals & Recruiting Roundups, Merit’s And Steward’s Acquisitions, Sanctuary’s Recruit, RISR’s AI Enhancements, Sowell’s Equity Program, And ECHELON’s Record M&A Report

By Larry Roth

/ 13 May 2026

Top Storyteller Agencies, Digital Optimization And AI Reshaping RIAs

Investment Solutions

Investments Roundup: Morningstar, BetaNXT, HFR, SEI And More

News Featuring MyVest, iCapital, AssetMark, Citi Wealth, Halo Investing, Raymond James Investment Management, 55ip, HFR, iShares, Morningstar, BetaNXT And SEI

By WSR Newsroom

/ 12 May 2026

Investments Roundup: Morningstar, BetaNXT, HFR, SEI And More

Deals & Recruiting

Deals & Recruiting Roundup: Arax, Lido, Merit, Wealthspire And More

Acquisitions By Merit, Wealthspire And Steward Partners; Merchant Backing Sowell’s Equity Program; M&A Report By ECHELON; Recruiting By Sanctuary, Arax, Apollon And LPL; Prosperity Uniting Five Firms; And Appointments By Lido And OnePoint BFG.

By WSR Newsroom

/ 12 May 2026

Deals & Recruiting Roundup: Arax, Lido, Merit, Wealthspire And More

Letters From Larry

IPA Summit, AI Washing And Going Independent

Plus Our Deals & Recruiting And WSRIA Roundups, Alts And M&A, Tax And Estate Planning, Practical Workplace Advice, Future-Proofing Your Firm And News From Cetera And Sowell

By Larry Roth

/ 6 May 2026

IPA Summit, AI Washing And Going Independent

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