Letters From Larry

Larry Roth shares his thoughts and recaps the latest stories

Letters From Larry

Investment Platform Leaders, The Potential Of DAFs And An M&A Buyers’ Market

Plus Our Deals & Recruiting Roundup, Managing Cyberthreats To Wealthy Clients, Powder’s Advisory Board, OnePoint BFG’s Acquisition, Preserving Advisor Independence, Orion’s New AI System, Sowell’s M&A Consulting Partnership, Cerulli’s ETF Research And FSI’s Deputy General Counsel

By Larry Roth

/ 5 Nov 2025

Investment Platform Leaders, The Potential Of DAFs And An M&A Buyers’ Market

Letters From Larry

Honoring Operations Execs, Succession, Private Markets, Next Gen And More

Plus Our Deals & Recruiting Roundup, Dynasty And Diamond’s Partnership, Oasis On Lead Gen Tools, Sowell’s Partnership With Rayliant, The Great Wealth Transfer And Envestnet’s New CTO

By Larry Roth

/ 29 Oct 2025

Honoring Operations Execs, Succession, Private Markets, Next Gen And More

Letters From Larry

Practical RIA Sellers, Family Offices And AI’s Impact On Client Relationships

Plus Our Wealthtech And Deals & Recruiting Roundups, Hightower’s New Channel, NorthRock’s And VestGen’s Acquisitions, Cerulli On Retirement Plans And Prudential’s New Offices

By Larry Roth

/ 22 Oct 2025

Practical RIA Sellers, Family Offices And AI’s Impact On Client Relationships

Letters From Larry

Honoring M&A Leaders, Exploring Minority Investments, Behavioral Finance And More

Plus Our Investments And Deals & Recruiting Roundups; Cerulli On IBDs; World, MAI And Trilogy Hire Executives; Edelman Buys An RIA; And Cetera And IFG Recruit

By Larry Roth

/ 15 Oct 2025

Honoring M&A Leaders, Exploring Minority Investments, Behavioral Finance And More

Letters From Larry

Technology And Wealth Transfers, Agentic AI And Giving Back

Plus Our Deals & Recruiting Roundup, CAIS Expands Alts, Mid Penn Buys RIA, AmeriFlex And Sanctuary Recruit, Evergreen Launches And Raymond James Introduces ETFs

By Larry Roth

/ 8 Oct 2025

Technology And Wealth Transfers, Agentic AI And Giving Back

Letters From Larry

PE-RIA Relationships, Next Gen And ‘Second-Act’ Advisors, And Compliance Gaps

Plus Our Deals & Recruiting Roundup, Simplify And Vettafi’s Private Credit ETF, Wirehouse Breakaway OpenArc Partners With Dynasty And Schwab, Invest In Others Announces Winners And The Latest Patent Perspectives Column

By Larry Roth

/ 1 Oct 2025

Larry Roth, CEO, Wealth Solutions Report

Letters From Larry

Scalability Through Tech, Next Gen Advisors And BD Relationships With OSJs

Plus Our Deals & Recruiting And Wealthtech Roundups, Outsourcing Compliance, MAI’s Acquisition, Franklin Templeton’s Private Infrastructure Partnership, Compound Planning’s AI ‘Command Center’ And IFG’s Promotions

By Larry Roth

/ 24 Sep 2025

Letters From Larry

WealthLOGIQ’s Launch, The Legal Side Of M&A And Flexible Independence

Plus Our Deals & Recruiting And Investments Roundups, Outsourcing Compliance, Operational Excellence, Cerity And SEIA Buy Firms, Lincoln And Bain Start A Private Credit Fund, Sanctuary Recruits An Advisor And Casady Joins FMG

By Larry Roth

/ 17 Sep 2025

Letters From Larry

Execution As Alpha, Compliance Outsourcing And Semiliquids Get Rated

Plus Our Deals & Recruiting Roundup, Corient’s $214 Billion Expansion, Mercer’s Acquisitions, IFG’s Hire And Betterment’s Advisor Survey

By Larry Roth

/ 10 Sep 2025

Letters From Larry

Jersey Trouble, Mid-Sized RIAs Squeezed, And Choosing AI And Regtech Partners

Plus Our Deals & Recruiting Roundup, Unpacking The OBBBA, Cerulli On HNW Clients, Evolving Support Models, MAI And Evoke Combine, And Docupace Sets Out Agentic AI Roadmap

By Larry Roth

/ 3 Sep 2025

Letters From Larry

Asset Management Conferences, Direct Indexing And The OBBBA

Plus Our Wealthtech And Deals & Recruiting Roundups, ‘Tail Risk,’ Cambridge’s Agentic AI Tool, Sanctuary’s UBS Breakaway Recruit, Cresset’s Acquisition Creating A $200 Billion Firm, Merchant’s Latest Stake, Authentic Client Connection And Mariner’s Acquisitions

By Larry Roth

/ 27 Aug 2025

Letters From Larry

Avoiding First Time M&A Pitfalls And Behaviorally Aligned Portfolios

Plus Our Deals & Recruiting Roundup, FSI And Oxford Economics’ Survey On New Jersey Advisors, Osaic’s Credit Union Recruit, F2’s Survey On Custodians And Corient’s Acquisition

By Larry Roth

/ 20 Aug 2025

Previous Page 1 of 20 Next

Join WSR for free

Actionable insights for wealth professionals

Personal information

Great! Check your inbox and click the link.

Sorry, something went wrong. Please try again.

By signing up, you agree to our Privacy Policy.

Letters From Larry

3 articles left!

Just one quick step

Your Privacy Matters