News

RLR Strategic Partners and its Managing Partner, Larry Roth, are frequently in the news, across both national media as well as wealth management industry press outlets.  The following is a selection of coverage of about our firm as well as our perspectives about major trends that are shaping the wealth management and asset management spaces.

 

 

Advisor Group’s MyCMO Gives New Edge to Super-OSJs in Recruiting Wars
By Staff
May 10, 2021
IBDs Navigate The Pandemic
By Eric Rasmussen
April 1, 2021
Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames
The Seattle firm has already quintupled the scale achieved by Tishkevich’s FinanceLogix, but with IBDs replacing software patches with cloud computing, INVENT needs to grow up fast.
By Oisin Breen

Investors Demand Top Notch Tech, Former CEO Joins Invent.us

Over the past few days, firms have been adding strategic partners to their stables, tying up connections between tech and practices, even as investors hold advisors with good tech in high regard.

By Samuel Steinberger
WealthTech Weekly March 8, 2021
By Vasyl Soloshchuk
Larry Roth To Become Strategic Advisor To Fintech INVENT
By Christopher Robbins
Ex-Cetera CEO Larry Roth to Advise Cloud Tech Firm: Tech Roundup
By Jeff Berman
Advisor Group and Cetera bond-rating outlooks show uncertainty amid optimism
By Tobias Salinger
The M&A Trends Set to Shape Wealth Management in 2021
After a white-hot 2020, M&A experts believe we still haven’t reached a peak; many expect deal structures to evolve and new buyers to find the market in the coming months.
By Diana Britton
Week’s Best: Citigroup Reorganizes Wealth Business
By Ross Snel
Financial Sector SPACS Take Hold
By Cindy Taylor
Advisor Group, Cetera Face Heavy Debt, Big Risks
Credit agencies say these firms’ debt loads weigh on their ratings. But the firms say it’s a strategy they can manage.
By Jeff Berman
Kingswood raises $115 million of SPAC cash and its Wall Street profile by cutting in Larry Roth; but can they buy RIAs at the right price in a feverish market?
With the RIA rollup game go-big-or-go-home, making a royal alliance between British founders and Roth boosted the blank-check venture
By Oisin Breen
Will a Wealth Management SPAC Succeed?
While the structure is appealing, RIA sellers often focus more on who the partner is going to be and what they bring to the table in terms of peer groups and resources. With a SPAC, a lot of those are unknown.
By Diana Britton
Can LPL’s $300M deal transform an asset manager’s distribution channel?
By Jessica Matthews
Roundtable: What is the most effective way for managers to successfully introduce their investment products to your RIA?
Staff
Virtual Attraction
Can broker-dealers still recruit reps and advisers, even during a pandemic?
Advisor Group To Fold Three Ladenburg Firms Into Securities America
Investacorp, Securities Service Network and KMS Financial Services will be absorbed into Securities America before the end of the year, according to CEO Jamie Price.
The Experts Weigh in on Trends in Digital Wealth for 2021, Part 2
By Cindy Taylor
December 28, 2020
Fintech Luminaries – Meet Larry Roth of RLR Strategic Partners
By Staff
December 21, 2020
Kingswood raises $115 million of SPAC cash and its Wall Street profile by cutting in Larry Roth; but can they buy RIAs at the right price in a feverish market?
With the RIA rollup game go-big-or-go-home, making a royal alliance between British founders and Roth boosted the blank-check venture
By Oisin Breen
December 18, 2020
Will a Wealth Management SPAC Succeed?
While the structure is appealing, RIA sellers often focus more on who the partner is going to be and what they bring to the table in terms of peer groups and resources. With a SPAC, a lot of those are unknown.
By Diana Britton
December 16, 2020
Can LPL’s $300M deal transform an asset manager’s distribution channel?
By Jessica Matthews
December 10, 2020
Artificial Intelligence-Based Asset Manager AlphaTrAI Reinforces Talent, Resources with Advisory Council Expansion
By Staff
December 3, 2020 
Roundtable: What is the most effective way for managers to successfully introduce their investment products to your RIA?
By Staff
July 1, 2020 
Virtual Attraction
Can broker-dealers still recruit reps and advisers, even during a pandemic?
By Bruce Kelly 
May 17, 2020 
Advisor Group To Fold Three Ladenburg Firms Into Securities America
Investacorp, Securities Service Network and KMS Financial Services will be absorbed into Securities America before the end of the year, according to CEO Jamie Price.
By Patrick Donachie
May 11, 2020
https://www.wealthmanagement.com/industry/advisor-group-fold-three-ladenburg-firms-securities-america
Changing Times, Changing Tides
By Christopher Robbins
April 1, 2020
https://www.fa-mag.com/news/changing-times–changing-tides-54754.html
A new playbook for independent broker-dealer M&A
Everyone is up for sale at the right price – and private equity is buying
By Bruce Kelly
January 27, 2020
https://www.investmentnews.com/a-new-playbook-for-independent-broker-dealer-ma-176870
Pivotal questions follow Ladenburg’s four-month sprint to Advisor Group deal
By Tobias Salinger
December 13, 2019
https://www.financial-planning.com/news/advisor-group-and-ladenburg-thalmann-to-form-giant-ibd
Roundtable: Modernizing SEC and FINRA regulations?
Staff
December 1, 2019 
Larry Roth launches RLR Strategic Partners
September 13, 2018
Former Cetera Boss Launches Wealth Management Consultancy
By Alex Padalka
September 13, 2018
Larry Roth Launches New Consulting Firm, Partners with Berkshire Global Advisors
Financial services industry veteran Larry Roth has launched RLR Strategic Partners, a growth consultancy focused on the retail wealth management and asset management spaces. In addition, RLR has partnered with investment bank Berkshire Global Advisors to deliver mergers & acquisitions advisory solutions for its clients.
By Staff
September 13, 2018
Former IBD CEO Larry Roth Launches Strategic Consultancy
Roth’s new firm will provide growth consulting, governance expertise and M&A advisory services to wealth management firms.
By Diana Britton 
September 12, 2018
Larry Roth Rides Industry ‘Tailwinds’ to Launch Consulting Firm
The ex-Cetera CEO tells ThinkAdvisor about his new role and what he sees in the immediate future for advisors and their practices.
By Janet Levaux 
September 12, 2018 
Larry Roth links consulting firm with Berkshire Global Advisors
The former IBD exec positions his new firm to ride the M&A wave
By Jeff Benjamin 
September 12, 2018 
Ex-Advisor Group, Cetera CEO hangs shingle in ‘great time’ for industry
By Tobias Salinger
September 12, 2018
Larry Roth Formalizes Berkshire Global Relationship
By Staff
September 12, 2018