Larry Roth posted his weekly “Larry’s Take” commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup.
The past year was marked with deals that permanently altered the landscape of wealth management, perhaps the greatest of which was LPL’s purchase of Commonwealth. We also witnessed a mega-wirehouse breakaway as OpenArc left Merrill, where it managed $129 billion in assets.
Setting aside these deals and many other acquisitions, stakes, recruitments, promotions and hires, the most important deal may not be identified in this roundup – because the most important news depends on your vantage point.
The transaction or move that changed your office, clients, workflows or colleagues is the largest. If you experienced an event like that in 2025, I hope it has worked out well for you. If you are expecting one in 2026, may it bring you and your clients great success!
If you would like to discuss this Larry’s Take further, including how these trends might impact your business, please contact Larry Roth at larry.roth@ascentix.com.
To see the Wealth Solutions Report Deals & Recruiting Roundup for the week, click here. Visit Wealth Solutions Report for the latest wealth management insights, analysis and news.