Modern Wealth Management announced an agreement to acquire 4thGEN Wealth Management, according to source material published on October 20, 2026. This summary is limited to the approved transaction facts in the cited source evidence.
Modern Wealth Management announced an agreement to acquire 4thGEN Wealth Management
Modern Wealth Management announced an agreement to acquire 4thGEN Wealth Management
AcquisitionFinancial ServicesUS
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Acquired
4thGEN Wealth Management
United StatesFinancial Services
Undisclosed amount
October 20, 2026
Acquirer
Modern Wealth Management
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