Articles tagged "Marty Bicknell"


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Why exactly Betterment backers Marty Bicknell and Steve Lockshin became customers of rival robo and custodian TD Ameritrade

What makes the counterintuitive step work is how Jemstep helps round up the mass-affluent's mess of paperwork

November 25, 2015 — 5:55 PM UTC

Marty Bicknell and Fidelity enter into the mother of all cross-RIA referral deals

What the Mariner CEO promises the Boston giant is that the 'S' word -- segmentation -- will only apply to advisors, not clients

April 9, 2015 — 7:33 PM UTC

Debriefing a post-Convergent Steve Lockshin as he once more builds a classic RIA -- or is it neo-classical?

AdvicePeriod's chief says he won't poach Convergent (if he can avoid it) and hopes that his $300-million RIA will have a Betterment feel

January 8, 2015 — 5:55 PM UTC

Marty Bicknell buys a $1.1 billion RIA that serves the mass affluent, and taps credit for the first time

In buying Vantage with borrowed funds, 'liquidity' per se was not the issue for Mariner Wealth; speed of execution was

January 7, 2015 — 8:11 PM UTC

Three RIAs, three big-time hires and the story of how it all came together

Dwight Mikulis, Steve Janachowski and Marty Bicknell reveal their contrasting hiring styles and why chief operating officer is the job du jour in the RIA industry.

December 1, 2014 — 8:00 AM UTC

Grand thoughts at the NYC Grand Central Hyatt from Fidelity Investments and RIAs

Part rally, part book launch, the Boston-based custodian rolled into NYC for the last gig of a whistle-stop tour

October 30, 2014 — 6:11 PM UTC

How Mariner Holdings is angling to become a $3-billion 401(k) company overnight by co-opting a local SageView office

The $40-billion RIA/asset manager plans to combine $2 billion from Randy Long's RIA to $1 billion of existing 401(k) assets

October 21, 2014 — 11:39 PM UTC

Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

The RIA principals are distributing the online asset manager service to fellow RIAs, and Fidelity is quelling an uproar of demand from RIA clients for robo answers for the mass affluent

October 15, 2014 — 1:00 PM UTC

By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas

Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?

August 29, 2014 — 5:08 AM UTC

Marty Bicknell adds an investment bank to his $10-billion RIA and $26-billion asset manager

The CEO of Mariner Holdings prefers not to throw his wealth management clients to the M&A wolves when they liquidate big companies

August 11, 2014 — 9:09 PM UTC