WealthStream, the Advice Intelligence platform that helps wealth management firms make their best planning judgment available to every advisor, today announced the appointment of Larry Roth to its Strategic Advisory Board.

Roth is Founder and Managing Partner of Ascentix Partners, the leading growth strategy consultancy for wealth management enterprises, wealthtech platforms and private market solutions providers. He previously served as CEO of Advisor Group, now Osaic, and Cetera Financial Group, two of the country’s largest independent wealth management organizations. He also serves as a Senior Advisor to Berkshire Global Advisors.

“Larry has led the kinds of organizations we built WealthStream to serve,” said Dan Daum, Founder and CEO of WealthStream. “The industry has extraordinary planning expertise, but too much of it sits with a small number of experienced people and is hard to transfer. Our ambition is to make every advisor a firm’s best advisor, with the planning depth to recognize more of what matters in a client’s financial life and the confidence to act on it. Larry knows what it takes to deliver that consistently across a large advisor organization, and he has seen which technologies earn trust at enterprise scale.”

Roth will advise WealthStream’s leadership team on enterprise strategy, market development and strategic partnerships as the company expands its work with wealth management organizations.

“The firms that lead the next era of wealth management will be the ones that can grow without compromising the quality and consistency of their advice,” said Roth. “What stands out about WealthStream is that it helps advisors recognize more planning opportunities and understand the reasoning behind each recommendation. That deepens client relationships and can help accelerate the development of next generation advisors. I believe WealthStream can become a core part of how firms formulate and deliver advice, and I want to help Dan and the team build it.”

Roth joins a Strategic Advisory Board whose members bring experience across enterprise distribution, financial technology, RIA operations, planning leadership and advisor development. The board includes John Vaccaro, former head of MassMutual Financial Advisors; Stuart Rubinstein, former president of Fidelity Wealth Technologies; Shane Morrow, partner and CEO of IronBridge Wealth Counsel; and Sarah Mouser, executive vice president of financial planning at Merit Financial Advisors, among others.

About WealthStream

WealthStream is the Advice Intelligence platform for wealth management firms. Much of a firm’s most valuable planning judgment is concentrated among a small number of experienced professionals and is difficult to transfer consistently. WealthStream combines deep planning knowledge, adaptive client intelligence and each firm’s own planning philosophy to help advisors identify relevant opportunities, understand why they matter and deliver more complete, consistent advice. The platform is designed to strengthen advisor judgment by making the reasoning and trade-offs behind its recommendations clear, so firms can deliver advice that reflects their planning standards at scale. WealthStream is headquartered in New York. Learn more at https://www.thewealthstream.com.

About Ascentix Partners

Ascentix Partners is the leading strategy consultancy focused on driving growth for wealth management enterprises. Headquartered in New York City and with a significant presence in Los Angeles, Ascentix Partners delivers growth planning, M&A consulting, strategic relationship development and brand elevation to RIA enterprises, dual registrant firms, family offices, wealthtech platforms and private market solutions providers across the country. For more information, please visit https://www.ascentix.com/.

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