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Articles tagged "Montage Investments"


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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

Marty Bicknell: The thing I manage is reputational risk.

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 at 9:09 PM

What looks disorderly at TD has the dead reckoning of dollars following ROI opportunity.

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 at 4:40 AM

Marty Bicknell: If the phone rings, we'll be opportunistic.

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 at 4:46 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

William Greiner: What excites me isn't trying to beat an index by 20 basis points and saying: aren't I smart.

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 at 3:50 AM

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