Modern Wealth 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.

Northwestern’s Trenton Hazen will lead new division and develop retirement plan services as the $500M RIA builds out a family office framework.

Buzz is building over Reddits long-awaited initial public offering (IPO), which is expected to launch in the coming weeks. With reports suggesting the company’s debut on the New York Stock

Buzz is building over Reddits long-awaited initial public offering (IPO), which is expected to launch in the coming weeks. With reports suggesting the company’s debut on the New York Stock

If you still haven’t completed your return, you can either scramble to get it done by the deadline or file an extension.

Savvy snaps up Schwab advisor, LaSalle St. adds Atria OSJ, Perigon buys Vegas shop, other news from Modern Wealth, Freestone Capital and Thurston Springer.

The deal adds tax strategy and preparation team to the national RIA firm.

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

Hundreds of advisors are now with new firms following the transactions.