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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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4thGEN Wealth Management

In network coverage since October 20, 2026 · 5 stories
2Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
4thGEN Wealth Management
Oct 21 · to Modern Wealth Management
Deal recordFull tracker →
Oct 22, 26Deal closedModern Wealth Management · $330M — coverage
Oct 19, 26Deal closedModern Wealth Management · $330M — coverage
Network coverage
The Close

Mariner seeks $150M term loan add-on, lifting debt to $1.3B

Moody's projects 6.7x debt/EBITDA and says ratings are unaffected.
Data · Oct 26Steward CEO Jim Gold says RIA deal volume may run five times reported
Features · Oct 25RBC, Kintra, Pinnacle, Modern add 20 advisors
Moves · Oct 23Modern Wealth acquires 4thGEN, a $330M California practice
M&A · Oct 20Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA
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