Barber represents the first acquisition for Modern, a new RIA established this month by former Goldman Sachs and United Capital executives with private equity backing.
Our RIA Edge 100 list looks to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base.
In this webinar on May 3rd, you’ll learn how you can harness the power of user-permissioned financial and tax data to take your advisory services to the next level.
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