Articles tagged "Montage Investments"

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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

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

An advertiser's-eye view of TD Ameritrade's national conference

Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell

February 3, 2014 — 4:40 AM UTC

Marty Bicknell self-declares a slowdown after bringing on $700 million more of RIA assets to punctuate an epic streak of deals

The Mariner CEO's personal barnstorming led to more than tripling his firm's assets from $2 billion to $6.5 billion with Brinton Eaton as 2012's finishing touch

December 6, 2012 — 4:46 PM UTC

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

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
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