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Est. 2026The front page of wealth managementNew York

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Deals

‘You can’t do every deal’: What Modern Wealth’s co-CEO looks for in the M&A market

Citywire RIA ·

Gary Roth, co-founder and co-chief executive of Modern Wealth Management, sat down with Citywire to discuss his approach to acquisitions, the changing custody landscape and what kinds of services ...

Summary as published by Citywire RIA
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