Modern Wealth Management Hires Jason Del Col to Lead Advisory
With more than 25 years of experience developing advisory platforms, Del Col left Goldman Sachs to enhance services at the emerging industry player.
Source: wealthmanagement.com
Mike Capelle News Today : Breaking News, Live Updates & Top Stories | Vimarsana
Stay updated with breaking news from Mike Capelle. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Top News In Mike Capelle Today - Breaking & Trending Today
RIA Edge Podcast: Modern Wealth's Mike Capelle
Mike Capelle shares his vision for Modern Wealth Management to become a nationwide, “holistic” wealth management firm for the mass affluent.
Source: wealthmanagement.com
Modern Wealth Management Adds Tax Expertise
The RIA firm acquires an Indiana-based team of 10, including 3 CPAs, and around $100M in managed assets.
Source: wealthmanagement.com
RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab
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.
Source: wealthmanagement.com
Modern Wealth acquires Barber Financial Group | Financial Planning
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.
Source: financial-planning.com