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Technology

Modern Wealth expands in California with two acquisitions

GlobalData
Summary
Nutrition label

75% Informative

Modern Wealth Management has agreed to acquire two firms in California , which together manage over $1bn in assets.

Wade Financial Advisory and Planned Asset Management will increase Modern Wealth’s assets under management ( AUM ) to more than $7bn .

Modern Wealth will integrate Wade Financial's tax planning services into its existing tax platform.

VR Score

77

Informative language

77

Neutral language

89

Article tone

formal

Language

English

Language complexity

72

Offensive language

not offensive

Hate speech

not hateful

Attention-grabbing headline

not detected

Known propaganda techniques

not detected

Time-value

medium-lived

External references

no external sources

Source diversity

no sources

Affiliate links

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