The advisors were previously with CorePath Wealth Partners in Scottsdale, Ariz.
The New Jersey firm sought control over technology and client engagement in ditching its broker-dealer.
Reuben L. Brown of Texas refused to appear over allegations he invested client money outside the firm.
The deal gives Modern Wealth more than $3 billion in AUM and puts it in the retirement plan advisory business.
Founder procrastination in promoting is just as much to blame as high valuations, says dealmaker David DeVoe.
They need about 8% more than what they needed a year ago, according to the Employee Benefit Research Institute.
It's a painful choice: to save either for college or retirement. But new saving rules make it easier to do both at the same time.
An experiment with artificial intelligence showed the value of a trained advisor.
The M&A pro returns to her primary skill set after exiting her job as Cresset president earlier this month.
IBDs saw small gains while wirehouses suffered attrition.
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