newsletter

• Letters From Larry

Does Your Errors & Omissions Insurance Cover Crypto Investment Blow-Ups?

Plus, Top Independent FA Group / Hybrid RIA and Business Development Leader of the Year Awards And Top Newsmakers For The Past 60 Days

By Larry Roth

/ 3 Dec 2021

• Letters From Larry

Happy Thanksgiving – Get Recognized in WSR Growth & Innovation Awards!

For This Week, Real Estate Roundtable Tips for Financial Advisors – Plus, Launching Our Inaugural WSR Growth & Innovation Awards!

By Larry Roth

/ 23 Nov 2021

• Letters From Larry

Going Multi-Custodial: Every Firm’s Dream or a Nightmare of Complexity?

Multi-Custody versus Single Custody Isn’t Always a Clear Choice – Plus, Launching Our Inaugural WSR Growth & Innovation Awards!

By Larry Roth

/ 19 Nov 2021

• Letters From Larry

Is the “Rep as PM” Model Dead?

Wealth Management’s Future Includes Much More Holistic Planning and Life Coaching, But ‘Rep as PM’ Continues to Have Adherents Across the Industry

By Larry Roth

/ 12 Nov 2021

• Letters From Larry

Is Crypto for Financial Advisors a Sucker’s Bet?

Digital Assets Investing Solutions for Financial Advisors Are Rapidly Evolving – But Total Embrace of Crypto Remains Elusive

By Larry Roth

/ 5 Nov 2021

• Letters From Larry

Recruiting Predictions from Commonwealth, Cambridge, Advisor Group-Affiliated Super-OSJ Groups

Top Independent FA Groups With Top Firms Discuss Recruiting Trends – Plus, Could Crypto Expertise Become an Advantage in Recruiting?

By Larry Roth

/ 29 Oct 2021

• Letters From Larry

Are You STILL Trying to Figure Out the Super-Rich Demographic?

HNW and UHNW Strategies and Solutions Have Transformed Significantly, with Multiple Growth Opportunities Ahead for Savvy Wealth Managers

By Larry Roth

/ 22 Oct 2021

• Letters From Larry

Who Else is Sick of That Cheesy “Death and Taxes” Cliché?

Political, Economic and Consumer Headwinds Have Pushed Tax-Smart Financial Advice to the Forefront of the Wealth Management Space

By Larry Roth

/ 15 Oct 2021

• Letters From Larry

Give Me A Slice Of That Pie!! FA Ownership in Wealth Management Businesses

The news can be a funny thing sometimes. For example, with all the news of big M&A deals in recent years – firm X gobbling up firm Y in

By Larry Roth

/ 7 Oct 2021

• Letters From Larry

Our Industry’s F-Word: Financial Product; Plus, Biden’s “Build Back Better” Plan’s Impact on Asset Managers

Asset Managers Have Gone from Product Sellers to Solutions Providers – But New Market Volatility and Economic Disruption Require Even More Transformation

By Larry Roth

/ 30 Sep 2021

• Letters From Larry

Legal Risks of Ordering a Return to the Office?

Plus: Effective Talent Search and Retention in a Hyper-Competitive Market, and Why Saying “Return to Work” is Triggering to Employees

By Larry Roth

/ 23 Sep 2021

• Letters From Larry

After the Deal is Done – Driving Seamless Integration and Ongoing Value-Add

The Real Work of Building a Valuable Business Commences After the Deal Agreements Have Been Executed

By Larry Roth

/ 16 Sep 2021