newsletter

Letters From Larry

FSI OneVoice, Private Markets And AI Impacting Valuations

Plus Our Deals & Recruiting Roundup, Maintaining Your Legacy After Selling, Proactive Estate Planning, Dynasty’s Capital Raise, Sanctuary’s New CMO, Ritholtz’s Employee-Led Succession And More

By Larry Roth

/ 11 Feb 2026

FSI OneVoice, Private Markets And AI Impacting Valuations

Deals & Recruiting

Deals & Recruiting Roundup: Arax, FMG, Osaic, LPL And More

Acquisitions By CW Advisors, Arax, OnePoint BFG, Summit, FMG and Waverly. Recruiting By Osaic, Raymond James And LPL. Appointments By Prospera And Sanctuary.

By Thomas Lee

/ 10 Feb 2026

Deals & Recruiting Roundup: Arax, FMG, Osaic, LPL And More

Letters From Larry

Fragmented Compliance, Private Markets Poised For Growth

Plus Our Deals & Recruiting Roundup, M&A Growth, LPL’s And NewEdge’s Recruits, FINNY Partners With Osaic, Farmers Launches An RIA, Appointments By FFP And Sowell, And More

By Larry Roth

/ 4 Feb 2026

Fragmented Compliance, Private Markets Poised For Growth

Deals & Recruiting

Deals & Recruiting Roundup: Corient, LPL, Elevation Point, Bluespring, AssetMark And More

M&A By Corient And Bluespring. Report From Berkshire Global. Strategic Initiatives By AssetMark And Wealth.com. Recruiting By LPL, Elevation Point And NewEdge. Launch By Farmers. Lifeworks Partners With Altruist. Appointments By FFP And Sowell.

By WSR Newsroom

/ 3 Feb 2026

Deals & Recruiting Roundup: Corient, LPL, Elevation Point, Bluespring, AssetMark And More

Letters From Larry

Wealthtech Conferences, M&A Predictions And The Future Of Independence

Plus Our Deals & Recruiting Roundup, Record-Breaking 2025 RIA M&A, Cerulli’s Asset Management Research, Ascentis Launches, Sanctuary Recruits, Choreo And Cetera Buy Firms, Prudential Uses AI For Lead Gen, And Kestra Bolsters Planning Capabilities

By Larry Roth

/ 28 Jan 2026

Wealthtech Conferences, M&A Predictions And The Future Of Independence

Deals & Recruiting

Deals & Recruiting Roundup: Allworth, LPL, Cetera, RBC And More

Acquisitions By Choreo, Cetera, Allworth And Modern Wealth; DeVoe Shows Record M&A; Recruiting By RBC And Alluvial; Ascentis Launches; LPL Partners With Wealth.com; And Appointments By Collaborative Capital, Oppenheimer And The CFP Board.

By WSR Newsroom

/ 27 Jan 2026

Deals & Recruiting Roundup: Allworth, LPL, Cetera, RBC And More

Letters From Larry

Top CIOs, Private Markets And A Long-Term View On M&A

Plus Our Wealthtech And Deals & Recruiting Roundups; Serving UHNW Clients; AI Predictions For 2026; Executive Hires By Choreo, World And Edelman; Bluespring’s Acquisition; Raymond James Buys Clark; FSI’s Board; And More

By Larry Roth

/ 21 Jan 2026

Top CIOs, Private Markets And A Long-Term View On M&A

Wealthtech

Wealthtech Roundup: Cetera, Archive Intel, Envestnet, T3 And More

News Featuring Cetera, Archive Intel, Envestnet, T3, DataM, Hubly, iAltA, Advisor360°, Fidelis, Docupace, TradingBlock And VRGL.

By WSR Newsroom

/ 20 Jan 2026

Wealthtech Roundup: Cetera, Archive Intel, Envestnet, T3 And More

Deals & Recruiting

Deals & Recruiting Roundup: Beacon Pointe, Creative Planning, Raymond James, FMG And More

Acquisitions By Beacon Pointe, Creative Planning, Bluespring And Raymond James. Financial Stake By Elevation Point. Recruiting By RBC, Cetera And Integrated. Appointments By Hightower, World Investments, FMG And LPL.

By Thomas Lee

/ 20 Jan 2026

Deals & Recruiting Roundup: Beacon Pointe, Creative Planning, Raymond James, FMG And More

Letters From Larry

SEC Exam Priorities And Exit Planning

Plus Our Investments And Deals & Recruiting Roundups; IiO’s Latest Grants; M&A By Mercer, Cambridge And Cerity; And Hubly’s AI Integrations

By Larry Roth

/ 14 Jan 2026

Investment Solutions

Investments Roundup: CAIS, Mercer, iCapital, Raymond James And More

News Featuring CAIS, Mercer, iCapital, Raymond James, LPL, BlackRock, Cerity, Cerulli, State Street, Janus Henderson, BondBloxx And Milemarker.

By WSR Newsroom

/ 13 Jan 2026

Investments Roundup: CAIS, Mercer, iCapital, Raymond James And More

Deals & Recruiting

Deals & Recruiting Roundup: SEI, Envestnet, EP Wealth, AllianceBernstein And More

Minority Stake By Cambridge. Acquisitions By EP Wealth, Mariner, Cerity And Mercer. Recruiting By Genesis Wealth And Prospera. Appointments By AllianceBernstein, Envestnet, SEI And Choreo. Research By Jump.

By Thomas Lee

/ 13 Jan 2026

Deals & Recruiting Roundup: SEI, Envestnet, EP Wealth, AllianceBernstein And More

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