Marty Bicknell self-declares a slowdown after bringing on $700 million more of RIA assets to punctuate an epic streak of deals
The Mariner CEO's personal barnstorming led to more than tripling his firm's assets from $2 billion to $6.5 billion with Brinton Eaton as 2012's finishing touch
Stephen Winks
Achieving scale, a modern approach to portfolio construction and technological advances which simplify the execution of the highest level of expert fiduciary counsel are not conducive to cooperative firms” not haveing to change a thing”. The advisory services model which facilitates scale can not be an extrapolation of the brokerage approach of selling advice as a product as the advisor becomes an IAR representing a product vendor rather that being an advisor.
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September 21, 2023 at 1:53 AM
Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey
Mariner Wealth Advisors
RIA Welcoming Breakaways
Top Executive: Marty Bicknell
Park Sutton Advisors, LLC
Mergers and Acquisition Firm
Top Executive: Steven Levitt
