Mike Capelle News Today

With more than 25 years of experience developing advisory platforms, Del Col left Goldman Sachs to enhance services at the emerging industry player.

Mike Capelle shares his vision for Modern Wealth Management to become a nationwide, “holistic” wealth management firm for the mass affluent.

The RIA firm acquires an Indiana-based team of 10, including 3 CPAs, and around $100M in managed assets.

Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm.

The former United Capital and Goldman Sachs executives who founded the new RIA consolidator chose Kansas City as the location for their first anchor office.

New RIA from former Goldman Sachs and United Capital executives announces first acquisition, establishing anchor offices in the nation’s Midwest.

The firm will compete against a growing group of rivals, but its founders expect to attract a billion-dollar advisory firm by the end of the year.

Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial education provider; and more.

Three United Capital founders have left executive positions at Goldman Sachs to build an RIA with $200 million from Crestview Partners.

Three veterans of United Capital and Goldman are launching a new private-equity backed company whose business model is focused on acquisitions.