Articles tagged "Marty Bicknell"


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Marty Bicknell takes a machete to Montage, Mariner Holdings and FirstPoint and carves out a $25-billion RIA and near $1 billion of capital

The Mariner Wealth CEO made a massive contrarian bet in 2009 on asset managers, cashed out fully this fall -- and knows just where he's headed

October 18, 2018 — 10:44 PM UTC

Marty Bicknell-led Shark Tank-style contest chooses to back super-ambitious RIA-automation startup, but his $25-billion RIA'll keep Orion for now

ScratchWorks picked Jacqueline Ko Matthews' InvestmentPod to improve advisor productivity by 60% but it's still just 'potential,' says Bicknell; Good potential

August 1, 2018 — 5:17 PM UTC

An RIABiz advertising exec derives hard meanings from soft comments made by big shots at MarketCounsel Summit

Post-TD Tom Bradley, post-refinanced Elliot Weissbluth, post-divorce David Bach and Ric Edelman, post-protocol Shirl Penney and post-windfall Marty Bicknell were among execs who tipped their hands and hearts about where they are headed

December 12, 2017 — 2:18 PM UTC

After Brian Hamburger scores Greg Fleming, Tom Bradley, Elliot Weissbluth and other A-list whoppers, MarketCounsel Summit fees will rise

Speakers fresh off making RIA headlines, including ex-Morgan Stanley president who is launching Rockefeller-backed RIA, will address uncomfortable issues, which sends demand up; $1,000 tickets til Monday

November 10, 2017 — 11:09 PM UTC

Five RIA principals with $60 billion of combined AUM form ScratchWorks as 'publicity stunt' and serious effort to fund fintech startups

With Fidelity Investments as sponsor, Barron's hiring the hall and Marty Bicknell cracking the whip, an RIA 'Shark Tank' will bow in Orlando

November 3, 2017 — 10:09 PM UTC

Marty Bicknell sells Tortoise stake for '$150 million' with cash already earmarked for four or five RIA purchases

Mariner Holdings CEO banks tidy gain as he dumps his 67% stake in $20 billion-AUM Tortoise that had just $1.3 billion of AUM when he bought it

October 23, 2017 — 10:08 PM UTC

Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues

CEO Lowell Putnam plays on 'second-mover advantage' and gets raves from Steve Lockshin, Ron Carson and Marty Bicknell

May 30, 2017 — 6:09 PM UTC

Why exactly Betterment backers Marty Bicknell and Steve Lockshin became customers of rival robo and custodian TD Ameritrade

What makes the counterintuitive step work is how Jemstep helps round up the mass-affluent's mess of paperwork

November 25, 2015 — 5:55 PM UTC

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

Debriefing a post-Convergent Steve Lockshin as he once more builds a classic RIA -- or is it neo-classical?

AdvicePeriod's chief says he won't poach Convergent (if he can avoid it) and hopes that his $300-million RIA will have a Betterment feel

January 8, 2015 — 5:55 PM UTC

Marty Bicknell buys a $1.1 billion RIA that serves the mass affluent, and taps credit for the first time

In buying Vantage with borrowed funds, 'liquidity' per se was not the issue for Mariner Wealth; speed of execution was

January 7, 2015 — 8:11 PM UTC

Three RIAs, three big-time hires and the story of how it all came together

Dwight Mikulis, Steve Janachowski and Marty Bicknell reveal their contrasting hiring styles and why chief operating officer is the job du jour in the RIA industry.

December 1, 2014 — 8:00 AM UTC

Grand thoughts at the NYC Grand Central Hyatt from Fidelity Investments and RIAs

Part rally, part book launch, the Boston-based custodian rolled into NYC for the last gig of a whistle-stop tour

October 30, 2014 — 6:11 PM UTC

How Mariner Holdings is angling to become a $3-billion 401(k) company overnight by co-opting a local SageView office

The $40-billion RIA/asset manager plans to combine $2 billion from Randy Long's RIA to $1 billion of existing 401(k) assets

October 21, 2014 — 11:39 PM UTC

Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

The RIA principals are distributing the online asset manager service to fellow RIAs, and Fidelity is quelling an uproar of demand from RIA clients for robo answers for the mass affluent

October 15, 2014 — 1:00 PM UTC