Articles tagged "Brian O'Regan"
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 at 8:00 AM
In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab
Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies
July 16, 2014 at 6:22 PM
Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank
CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company
February 2, 2012 at 4:34 PM
Big Midwestern RIA hires away a Fidelity exec to realize its $50 billion plan
Mariner Wealth Advisors has reached a critical size where professional management is called for