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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. ....

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Modern Wealth Management Appoints Stephen Tuckwood as Director of Investments, Nicole Bittner as Head of Growth Operations

Modern Wealth Management Appoints Stephen Tuckwood as Director of Investments, Nicole Bittner as Head of Growth Operations
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The battle to become Oregon's official state vegetable

Proponents of potatoes and allies of onions have a lot to hash out as they seek official status from the state. ....

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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. ....

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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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