Articles tagged "CBIZ"


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Not everyone has to make rain: Mariner brings over former LPL advisor who'd rather stay indoors and give advice

HSMC Wealth Management and its $40 million in assets is one of Mariner's smaller acquisitions of late as it looks to make smart, strategic buys

August 29, 2012 — 4:20 AM UTC

On its march to $50 billion, Mariner finds its groove buying RIAs connected to accounting firms

First it was CBIZ, now Orizon Investment Counsel, and Marty Bicknell doesn't plan to stop there as he notes accounting firms want to get back to their core business

July 12, 2012 — 4:48 AM UTC

Mariner Wealth poaches a chief investment officer from a big local mutual fund company

In an intra-Kansas City move, Marty Bicknell lures Bill Greiner from Scout Investment Advisors

April 3, 2012 — 3:50 AM UTC

Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank

CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company

February 2, 2012 — 4:34 PM UTC

Advisor Tested: Arkovi expands and archives a firm's online footprint

Social media tools archive your firm's posts, tweets and blogs and make sure they're all there when regulators pay a call

November 11, 2011 — 5:09 AM UTC
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