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Modern Wealth Bolsters California Footprint, 401(k) Plan Focus with $1B Acquisition

Wealth Management

Modern Wealth’s fourth deal of 2025, and 17th since its founding in 2023, adds a firm in its home state and bolsters a workplace retirement plan division launched last year via acquisition.

Planning 290
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Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

Which will ultimately provide greater tax planning certainty to advisors and their clients for 2025 and beyond (and avoid the year-end rush they faced with the late-December passage of TCJA in 2017).

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Planning For When You-Know-What Hits the Fan

Wealth Management

Financial advisors must consider the unexpected costs of end-of-life care in retirement planning to help clients prepare for potential care bombs.

Planning 188
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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.

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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion as part of the great wealth transfer over the next 10 years, or about $1.4 trillion annually.

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Retirement Plan Business Offers a Pathway to Private Wealth

Wealth Management

RIAs can create a potential client stream if they commit to a 401(k) channel that includes participant education and touchpoints, said panelists at Wealth Management EDGE last week.

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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Mason was also ordered to pay nearly $25 million in restitution to his victims and nearly $2.4 million to the IRS. and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ.

Clients 264