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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

Investment Solutions & Gatekeepers

Investments Roundup: Arch, Pacific Life, Templeton, Morningstar, Simplify And More

News Featuring Arch, Pacific Life, Templeton, Morningstar, Simplify, CAIS, Oppenheimer, Raymond James, HFR, Private Advisor Group, SMArtX And Schwab

By WSR Newsroom

/ 14 Oct 2025

Investments Roundup: Arch, Pacific Life, Templeton, Morningstar, Simplify 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

Deals & Recruiting

Deals & Recruiting Roundup: EP, Corient, Dynasty, Wealth.com, RFG And More

Acquisitions By Mid Penn, Perigon And Corient. Ares Stakes EP Wealth. Dynasty Gets A Credit Line. Recruiting By Sanctuary, AmeriFlex And LPL. Debut By Evergreen. Wealth.com Partners With Osaic. Appointments By RFG And U.S. Bancorp.

By Thomas Lee

/ 7 Oct 2025

Deals & Recruiting Roundup: EP, Corient, Dynasty, Wealth.com, RFG And More

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

Deals & Recruiting

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

M&A By OneDigital, MAI And Elevation Point. Breakaways Launch OpenArc. Recruiting By LPL, Osaic And Carson. Partnerships By Cetera And Prudential. Custodian TradePMR Launches Incentives. Savvy Promotes In Its C-suite. RBC Recruits From JP Morgan.

By WSR Newsroom

/ 30 Sep 2025

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

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

Wealthtech

Wealthtech Roundup: Fusion IQ, Summit, Docupace, Envestnet, Orion And More

News Featuring FusionIQ, Summit, Docupace, Envestnet, Orion, Nitrogen, Canoe, Origin, Dynasty, Raymond James, Dispatch And Compound Planning

By WSR Newsroom

/ 23 Sep 2025

Wealthtech Roundup: Fusion IQ, Summit, Docupace, Envestnet, Orion And More

Deals & Recruiting

Deals & Recruiting Roundup: MAI Capital, Corient, Stephens, Allworth And More

Acquisitions By MAI Capital, Corient, Moneta And Waverly. Strategic Investment By The Pritzker Organization. Recruiting By Stephens, LPL And Carson. Appointments By TradingBlock, World, Oppenheimer And Allworth.

By Thomas Lee

/ 23 Sep 2025

Deals & Recruiting Roundup: MAI Capital, Corient, Stephens, Allworth And More

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

Investment Solutions & Gatekeepers

Investments Roundup: Morningstar, AssetMark, Orion, Jackson, iCapital And More

News Featuring Morningstar, AssetMark, Orion, Jackson, iCapital, CI Global, Wells Fargo, SoFi, Goldman, Lincoln And HFR.

By WSR Newsroom

/ 16 Sep 2025

Investments Roundup: Morningstar, AssetMark, Orion, Jackson, iCapital And More

Deals & Recruiting

Deals & Recruiting Roundup: FMG, GCG, SEIA, LPL And More

Acquisitions By Cerity, Creative Planning, SEIA, GTCR And Beacon Pointe. Strategic Investment By BharCap Partners. Recruiting By LPL And Sanctuary. Partnerships By Betterment And Altruist. Appointments By Realta And AssetMark.

By Thomas Lee

/ 16 Sep 2025