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12 articles
The Mariner CEO is all-in on Humanity Labs' agentic artificial intelligence, a venture he co-owns; the payoff will be faster and smoother integration of RIA acquisitions, he says.
Schwab will feed its wealth manager all sub-$5 million leads starting 2027, and consoled RIAs by promising skyrocketing $10-million and $25-million referrals will keep coming their way.
The Chicago pension's overseers rejected the all-but-done deal after Cerity's level of private equity ownership caused it to recoil
The Mariner CEO and founder wants all expertise in-house because 'things come up' with the 2,500 business owners and 12,500 c-suite executives his firm currently serves.
What the Mariner CEO promises the Boston giant is that the 'S' word -- segmentation -- will only apply to advisors, not clients
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.
With admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers
David Canter recounts what his company set out to do, who showed up and what the pooling of ideas yielded
2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords
HSMC Wealth Management and its $40 million in assets is one of Mariner's smaller acquisitions of late as it looks to make smart, strategic buys
The second round-trip Omaha-to-Kansas City drive -- three years after the first -- led to the win of Mariner Wealth Advisors' private client assets
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