Articles tagged "Mariner Holdings"


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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

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

Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline

RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

January 24, 2014 — 6:36 PM UTC

Merion Wealth Partners, Cambridge Investment Research and Mariner Holdings make hires with big-league experience

New employees come from Envestnet, Janus and JPMorgan

March 18, 2011 — 1:35 PM UTC

Big Midwestern RIA buys itself a national presence in deal with CBIZ

Mariner Holdings passes $8 billion of AUM; still eyeing $50 billion

January 4, 2011 — 3:07 PM UTC

The MarketCounsel Member Summit hums in the Nevada desert

Joe Duran floats a controversial thesis about the threat faced by investment managers

November 18, 2010 — 6:17 AM UTC
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