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Wealth Advisor Daily
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Thursday, September 10, 2026The Morning Brief →Sign in
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Gary Roth

In PWD coverage since September 10, 2026 · 2 stories
PWD coverage
M&A

Modern Wealth buys exits, and absorption is the constraint

The fifth acquisition of 2026 adds $710 million and extends a Florida-LPL sourcing run to three books in five months, while regulatory AUM sits $4 billion below the announced total.
exit · Sep 10A $710 million exit where the founder stays put
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