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

Published on July 9, 2025

Modern Wealth’s fifth 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.

Continue reading on website
Other news

15 Best Value Private Colleges and Universities: 2025

July 9, 2025
The Princeton Review analyzed data on academics, costs, financial aid, student debt and graduates' salaries.      Related Stories6 Estate Planning Strategies Sparked by Trump's Budget and Tax Bill6 Reasons Social Security Is Getting Even Shakier5 Forces That Could Shape How Trump's New Tax Law Really Works

Family Office Platform LinePoint Adds Rockefeller Executive as COO/CCO

July 9, 2025
James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.