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Modern Wealth, Wealth Enhancement Group Add Firms

More M&A in the RIA space.
 
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Wealth Management Morning Memo

JULY 11, 2024

RIA News

$4B Modern Wealth Acquires $260M Tennessee Firm

Diana Britton

C&J Wealth represents Modern Wealth’s ninth acquisition in the last 14 months and provides a foothold in the South.

FULL ARTICLE

Wealth Enhancement Group Adds First Utah Location

WealthManagement.com Staff

Rock House Financial, which works with business owners, women and social media influencers, manages $272 million in assets.

FULL ARTICLE
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