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Modern Wealth marks first anniversary with twin acquisitions
The RIA aggregator caps off its first year of strategic growth by snapping up two East Coast firms worth more than $570M in assets combined.
Modern Wealth hires former Goldman leader to drive growth initiatives
Industry veteran Jason Del Col joins the $3 billion firm as head of advisory.
Modern Wealth enters Eastern US with $1.2B deal
The RIA is expanding its capabilities in retirement planning by buying with a Rochester, New York-based practice formerly with LPL.
Three wealth firms complete M&A to boost assets by more than $16B
Hundreds of advisors are now with new firms following the transactions.
Modern Wealth Management goes from zero to $1.5 billion with first deal
The private equity-backed aggregator launched by veterans of Goldman Sachs and United Capital has acquired Barber Financial Group, with $1.5 billion in assets.
