The RIA formed by partners who broke away from Goldman Sachs is building a workplace retirement plan and wealth advisement business in tandem, says co-founder and co-CEO Mike Capelle. Modern Wealth ...

Modern Wealth Management, a private equity-backed registered investment advisory launched last year by former United Capital executives, has acquired Knoxville, Tenn.-based C&J Wealth Advisors, ...

Modern Wealth Management, a private equity-backed registered investment advisory launched in April 2023 by former United Capital executives, has booked its 14th and 15th acquisitions since its ...

Rochester-based practice strengthens Modern Wealth’s growing East Coast presence Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and ...

Firm is expected to surpass $7 billion in assets under management (AUM) following acquisitions of Wade Financial Advisory and Planned Asset Management, marking 14th and 15th deals since launch Based ...

The 30-year industry veteran will lead Modern Wealth’s national mergers-and-acquisitions strategy. Modern Wealth Management LLC, a California-based registered investment advisory firm, announced ...

California-based RIA firm and acquirer Modern Wealth Management has logged its sixth acquisition this year with the purchase of Petso Financial Consultants, a Boise, Idaho, fee-only advisory firm with ...

Modern Wealth Management has named Derek Bruton as its new head of mergers and acquisitions, bringing on a 30-year industry veteran to guide the RIA’s national inorganic growth strategy and oversee ...