Larry Roth

Private investor and strategic advisor in retail financial services space / Former CEO AIG Advisor Group (now Osaic), Cetera Financial Group

[Larry Roth @Rlarryroth]

#NewProfilePic

[Larry Roth @Rlarryroth]

This week's @wealth_report covers the evolution of wealth management education from two significant angles – children’s financial education and specialized certifications for advisors. We also have my wrap up from the @MarketCounsel Summit.

https://t.co/LBugbLinW2

[Develop Innovation @InnovationIID]

#PracticeMgmt Friday -Great #podcast interview featuring @Rlarryroth, @_white_glove’s Interim CEO, who shares insights how #advisors can deepen client relations by communicating & connecting through new digital means & providing holistic #financial #advice https://t.co/Keh8Wke3Ew

[Larry Roth @Rlarryroth]

Take some extra time this week to read Wealth Solutions Report. In addition to our inaugural Wealth Exemplar Award winners, there's the latest from @RSWealthAdvisor, @QuadASocial, @StratosWealthAG, and @crystal_alts. Enjoy!

https://t.co/7sNzMtdjdQ

[Robertson Stephens @RSWealthAdvisor]

Thank you @wealth_report for recognizing Robertson Stephens as fee-based RIA of the year in your 2022 Wealth Exemplar Awards. What an incredible honor! Read more: https://t.co/MxExAiOxI2 For more information about the awards, please visit https://t.co/y2v3zm5Gi7

[Integrated Partners @Integrated4FAs]

We're honored to have been recognized as "Hybrid RIA of the Year" as part of @Wealth_Report’s first annual Wealth Exemplar Awards. Congratulations to all our fellow award recipients. #fintwit
https://t.co/6wJ1uTsUdR

[Larry Roth @Rlarryroth]

My congratulations from the team at Wealth Solutions Report to @DanHArnold of @LPL on winning our inaugural Person of the Year honor.

https://t.co/PAbe1PSgWM @wealth_report

[Larry Roth @Rlarryroth]

Wealth Solutions Report is proud to announce the best of the year awards. Wealth Exemplars Award winners represent the very best of the wealth management industry in 2022.
https://t.co/jNxzUIQuqI

[Larry Roth @Rlarryroth]

Winners coming tomorrow for the @wealth_report Wealth Exemplar Awards. Can't wait. Follow WSR here and on LinkedIn (https://t.co/gJIS0mdjtE) to see who takes home the accolades and bragging rights.
#WealthManagement

[Larry Roth @Rlarryroth]

Congratulations to the great team at Berkshire Global Advisors on this important deal and to @MercerAdvisors and Regis on their next chapters.

[Larry Roth @Rlarryroth]

Technology companies, like @_white_glove, are increasingly integral to wealth management ops and growth. WG's @BSwineheart shares his thoughts on how digital marketing can be tailored to the practical and emotional needs of different generations.
https://t.co/k8TWa8eKPS

[Larry Roth @Rlarryroth]

@humorandanimals Hilarious

[Larry Roth @Rlarryroth]

@mydogiscutest Very cute dog and Hermès pillow.

[Larry Roth @Rlarryroth]

@violadavis This is excellent!

[Larry Roth @Rlarryroth]

@SHO_Billions Can’t wait!!!

[Larry Roth @Rlarryroth]

@BestVideosviral This is a hoot!

[Larry Roth @Rlarryroth]

Congrats to Mary Osako on being named Vice Chancellor of @UCLA for Strategic Communications! Also, excited to welcome Mary to @HavenTowerGroup's Board of Advisors, where I’m proud to serve as Chairman, and where Mary will serve as the Board’s Vice Chair.
https://t.co/cKdzLbmfz7

[Larry Roth @Rlarryroth]

Exciting new strategic alliance between @ChaliceWP and @orionadvisor, as announced here:

https://t.co/WALjQwHGIq

#fintech #recruiting #financialservices #financialadvice #wealthmanagement #independence

[Larry Roth @Rlarryroth]

@AndyKalbaugh @PatSulllivan @privateADVgroup @LPL @DanHArnold Congratulations Pat on this significant accomplishment. Good Grief!

[Larry Roth @Rlarryroth]

This guys must have a hot date. Happy Friday