Articles tagged "Mariner Wealth Advisors"


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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

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

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

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab

Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies

July 16, 2014 — 6:22 PM UTC

A 32-year-old Kansas advisor -- at all upheaval costs -- followed his mentor to Mariner Wealth Advisors

Losing clients and leaving money on the table are risks that more young advisors are willing to take, especially with social media as a viable workaround to the non-solicitation straitjacket

February 27, 2014 — 6:21 PM UTC

Marty Bicknell jumps into the mass market with no 'robo-advisors' and a missionary zeal

After amassing $6 billion in his RIA and $18.5 billion in his asset manager, the Mariner Holdings chief is opening FirstPoint, its Old Navy for the impecunious to fill a Gap

October 4, 2013 — 3:25 PM UTC

Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion

The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA

January 25, 2013 — 3:24 AM UTC