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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. ....

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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. ....

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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. ....

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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. ....

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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. ....

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