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

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

Author Brooke Southall January 4, 2011 at 3:07 PM
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Marty Bicknell: It’s definitely about growth geographically, and we’ve struggled with it.

Dan Inveen

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Marty Bicknell



Related Moves

September 5, 2024 at 3:31 AM

Betterment whistleblowers net $2.5 million • Wealthfront's big pivot leads to profits • Altruist launches tax service • CMOs in at Ascensus, Wealthspire & Joe Duran's Rise • Savvy bags four advisors as Mariner sues it for poaching • Jim Dickson launches RIA stake buyer

Betterment is also bending to RIA needs • Wealthfront is in the black, thanks to cash • Altruist reveals where it makes its money • Rise, Wealthspire and Ascensus each add two executives • Compound hits $2 billion of AUM • CAIS slashes alts prices • BlackRock ups private debt sales to RIAs, through GeoWealth.

June 29, 2024 at 3:00 AM


Mentioned in this article:

Mariner
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell



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