Advisory M&A News – 5/28/24
Waverly Advisors acquires Derbend Asset Management; Cetera adds partners at Wilde Wealth Management; Modern Wealth expands into 2 new locations.
Tag: Modern Wealth
Advisory M&A News – 4/15/24
Modern Wealth Management appoints Del Col to head advisory services; Waverly Advisors acquires McShane Partners; Chairez joins Ameriprise.
Modern Wealth Adds $1.2B Retirement Plan Advisory
The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional...