Thought Leadership

Larry Roth, Managing Partner of RLR Strategic Partners, is a frequent contributor of thought leadership to national media outlets as well as top wealth management trade media.  A selection of his published thought leadership about the wealth management and asset management industries follows below.

How Independent Broker-Dealers Compete Now

By Larry Roth
Apris 1, 2021
Navigating the blurring lines between M&A and recruiting
The competition for high-quality advisers and advisory firms, combined with an insatiable thirst for growth, is creating more choices for advisers as to both whom they partner with and how they choose to structure that relationship.
By Larry Roth and Jeff Nash
February 23, 2021
How Firms Should Handle SPACs as They Eye Wealth Management
By Larry Roth
January 14, 2021
RIA M&A could pick up in the wake of coronavirus
The market downturn may have hurt some valuations, but many of the other factors that have been fueling deal-making are still in place
By Larry Roth
April 24, 2020
How RIAs Can Maximize Their Sale Value During a Recessionary Cycle
The rumors of the pending demise of RIA valuations—even in the event of a near-term economic recession—are greatly exaggerated.
By Larry Roth
February 21, 2020
The Risks Of Becoming Over-Leveraged By Private Equity
By Larry Roth
October 23, 2019
Is Your Financial Advisor Engaged Enough With Your Children?
By Larry Roth
October 22, 2018
It’s past time for the wealth management industry to help the economically vulnerable
Firms could establish incentives for advisers to do pro bono work regularly, similar to the way law firms set expectations around such work
By Larry Roth
September 24, 2018