Ex-Goldman and United execs launch Modern Wealth Management
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.
Source: financial-planning.com
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Advisory M&A | PLANADVISER
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.
Source: planadviser.com
Easter potatoes a growing trend thanks to high egg prices
Youngsters will be painting Easter potatoes at Sauvie Island's Topaz Farm this Saturday, April 8.
Source: portlandtribune.com
United Capital Executives Launch Modern Wealth With PE Backing
Three United Capital founders have left executive positions at Goldman Sachs to build an RIA with $200 million from Crestview Partners.
Source: wealthmanagement.com
United Capital veterans launch RIA aggregator with big goals
Three veterans of United Capital and Goldman are launching a new private-equity backed company whose business model is focused on acquisitions.
Source: investmentnews.com