Modern Wealth Management Buys $1.5B Barber Financial Group
New RIA from former Goldman Sachs and United Capital executives announces first acquisition, establishing anchor offices in the nation’s Midwest.
Source: wealthmanagement.com
Page 2 - 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
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
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
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