MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and ...

Modern Wealth Management, a registered investment advisory firm founded earlier this year by former United Capital and Goldman Sachs executives with $200 million in private equity funding, announced ...

Three weeks after launching as a new aggregator in the RIA space, Modern Wealth Management has locked down its first deal with the acquisition of Barber Financial Group, a collection of three advisory ...

Modern Wealth Management, a registered investment advisory firm founded earlier this year by former United Capital executives with backing from Crestview Partners, announced its fifth acquisition on ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial ...

In this podcast Shane Hastie spoke to Johanna Rothman about her seven principles of modern management, reward and incentive systems, multiple career ladders and ways to experiment with decisions for ...

Modern Wealth Management has made its fifth acquisition as the national RIA aggregator continues is rapid growth since launching earlier this year. The firm has added the tax strategy and preparation ...

Managing a team can be quite complex. Effective leadership requires a balance of strategies that resonate emotionally and financially with employees. Today’s workers value authentic managers who see ...