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Private Wealth Daily
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Sanctuary

In network coverage since August 19, 2026 · 4 stories
Network coverage
Moves

Modern Wealth acquires 4thGEN, a $330M California practice

The Lodi practice's three advisors and two support staff join a buyer that reports more than $16 billion in client assets.
The Close · Sep 17The next M&A multiple is a refill rate
The Close · Aug 24The Custody Handoff Is the Talent War's New Front
Succession & selling a firm · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit
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