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Letters From Larry
KEY TRENDS DEFINING WEALTH MANAGEMENT
Larry Roth shares his latest thoughts on what’s shaping the wealth management space now and in the future.
68 posts
The Crypto Collapse Ain’t All Bad
Plus, GP Stakes Investing for FA Clients and Advising on Employee Stock Options Before Exercise To My Fellow…
Envestnet, Redtail, FMG: WealthTech Initiatives Sizzle Through Summer
Plus: Sharper Focus on Employee Wellness Among Wealth Management Firms and Renewed Interest in Bank and Credit-Union Based…
What Happened to the Summer Lull?
A Busy Summer for M&A, People Moves, Recruiting, Bizarre Stories and More, How to Customize ESG to Fit…
The End of the World as We Know It – For Regulators?
An Activist SCOTUS Could Shake the Regulatory Landscape, Devoe’s Take on M&A Marketplace, and the Latest People Moves…
Are Embattled Markets Impacting FA Recruiting?
Plus: 2022 Becoming Banner Year for M&A, Hidden Costs of Back-Office Automation Implementation and More To My Fellow…
Wealth Management Summer Internships Matter More Than Ever
Internships Create Opportunities to Showcase Our Industry, Recruit the Next Generation and Teach Students Though Real-World Experience To…
Will Elon Musk Ruin Twitter Advertising for Firms?
Advertising on Tomorrow’s Twitter May Present Risks, Plus Wells Fargo’s Alleged Fake Diversity Interviews, Advisors Impersonating Police, Financial…
What’s Behind the W-2 Channel Resurgence?
Traditionally Independent Firms Now Building W-2 Structures. Plus, Recent M&A Transactions Highlight Emerging Financial Institutions and High-Net-Worth Trends…
During Market Turmoil, All Eyes Are on Technology
Technology Continues to Improve Our Industry, Including Reaching the Underserved and Tackling Regtech Challenges, Plus High Net Worth…
Are Plunging Markets Impacting FA Business Valuations?
Plus: Did FA Asset Retention Fears Help Fuel the Crypto Craze? And Why Are Ultra-Wealthy Clients Getting More Interested…
