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With an eye to cast-aside prospects, Marty Bicknell and Shirl Penney combine to launch 1099 platform with ambitions to surpass Mariner Wealth as soon as 2025

Into a crowded field of IAR servicers, the Mariner Holdings CEO is relying on his peer at Dynasty Financial Partners to deliver its famed one-stop desktop for breakaway brokers who seek simplicity and familiarity

Author Brooke Southall April 17, 2020 at 5:06 PM
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Marty Bicknell: 'It might be three to five years but this has the potential to be bigger.


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Mentioned in this article:

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



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