News, Vision & Voice for the Advisory Community


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

Author Lisa Shidler December 6, 2012 at 4:46 PM
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Marty Bicknell: If the phone rings, we'll be opportunistic.

Stephen Winks

Stephen Winks

December 10, 2012 — 1:58 AM

Achieving scale, a modern approach to portfolio construction and technological advances which simplify the execution of the highest level of expert fiduciary counsel are not conducive to cooperative firms” not haveing to change a thing”. The advisory services model which facilitates scale can not be an extrapolation of the brokerage approach of selling advice as a product as the advisor becomes an IAR representing a product vendor rather that being an advisor.


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Mentioned in this article:

Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey

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

Park Sutton Advisors, LLC
Mergers and Acquisition Firm
Top Executive: Steven Levitt

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