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Articles tagged "Mariner"


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David Canter and Marty Bicknell have expanded a growing partnership between the Boston and Leawood, Kan. firms.

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 at 7:33 PM

The real and metaphorical hire of Peg Pike in its execution and promise made for a stunning webinar.

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 at 8:00 AM

Marty Bicknell: Sales in the wealth division is hand to hand combat, sometimes in the asset manager world, reputation and being on the right platforms drive business on their own.

The explosive growth to $20 billion AUM of Marty Bicknell's second roll-up-like venture, Montage Investments, and where his $8 billion wealth manager fits in

With admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers

February 10, 2014 at 5:23 AM

David Canter: From the session on valuation, we learned that it's more complex than most are willing to admit.

What happened when Fidelity Investments called 25 deal-making protagonists to its Boston sanctum for a talk about the suboptimal RIA M&A market

David Canter recounts what his company set out to do, who showed up and what the pooling of ideas yielded

September 30, 2013 at 5:38 PM

In a deal that rocked the RIA world, David Hou (pictured) and Mark Sear sold Luminous for a staggering $125 million in cash to a San Francisco bank.

10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1

2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords

March 8, 2013 at 4:58 PM

Paul Lutz: [LPL's] gotten so large they have a difficult time keeping support staff.

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 at 4:20 AM

Erik Clarke: We went through quite a process with them.

Orion wins a $2-billion RIA account from Advent after two very long drives across the prairie

The second round-trip Omaha-to-Kansas City drive -- three years after the first -- led to the win of Mariner Wealth Advisors' private client assets

December 13, 2011 at 5:03 AM

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