Articles tagged "Marty Bicknell"
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Marty Bicknell loads up on Neuberger Berman capital 'ahead of plans' after RIA deal 'supply' exploded ahead of plan -- and financier rolled with 'marching order'
The Mariner Wealth CEO and owner will give up a board seat, but still call the shots on growth plans, as pipeline hits 10 'engagements', and may accelerate even more; 5,000-advisor goal stays intact.
October 31, 2024 at 2:27 AM
Marty Bicknell grew to $100 billion AUM brick-by-brick, then -- boom -- added an AUA boulder, keeping Mariner Wealth in the AUA game with same-city rival Creative Planning
Mariner Wealth's purchase of two pension consultants with a combined $104 billion in AUA adds fees, services, footprint and a whopping top-line asset number north of $200 billion to keep it interesting in Overland Park.
February 8, 2024 at 2:13 AM
After leap to $110 billion AUA, Marty Bicknell sets hard date for Mariner to hit 5,000 advisors predicted by wife and COO Cheryl
The CEO of the Overland Park, Kan. RIA -- in keeping with her San Diego bomb drop -- is ramping up to add 4,000 mostly 1099 advisors -- putting a target on LPL Financial, OSJs and other IBDs.
April 12, 2023 at 1:36 AM
Shirl Penney lands hot cash in cold market, raising $100 million (says source) to 'charge onto the offensive' as competitors 'hunker down' under debt
The CEO and co-founder of Dynasty Financial Partners salves IPO pain by cobbling cash from existing backers, a Boston private equity firm, Abry, and even RIA custody partner, Schwab, at valuation near $500 million.
December 20, 2022 at 2:37 AM
Marty Bicknell suddenly has a giant LPL Financial (and mass affluent) future, just as David Canter leaves Fidelity, an executive he tried to forge a future with for mass market advice
By adding the $26-billion AUA 'hybrid' in Sacramento to his $60-billion RIA-classic, the Kansas CEO has a near $90-billion advice empire with Fidelity, Schwab and LPL vying for his patronage.
July 22, 2022 at 2:38 PM
Steve Lockshin's self-funded Vanilla gets Rockefeller VC funding after it shows it can tidy up an RIA client and put her or him in a Zoom room with an estate lawyer
The serial successful RIA entrepreur in Los Angeles is shooting for a real Wall Street/Silicon Valley unicorn success story that starts with bringing in Venrock and Michael Jordan to think big early
September 10, 2021 at 3:24 AM
Marty Bicknell chooses Riskalyze software for Mariner Wealth and integrates it with Orion and eMoney
The Overland Park, Kansas RIA, with $40-billion in AUM, needed to address heightened volatility fears post-2020 but also choose software his advisors were eager to use
September 3, 2021 at 2:10 AM
How a disillusioned Northwestern Mutual breakaway broker turned his RIA software nightmare into a potential dream investment for Marty Bicknell
The 39-year-old created his own little B2C robo-advisor that collects $400,000 annually in subscription fees but a $1.8 million investment from the Mariner CEO will morph it for B2B RIA use
November 20, 2020 at 9:09 PM
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
April 17, 2020 at 5:06 PM
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 at 10:44 PM
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 at 5:17 PM
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 at 2:18 PM
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 at 11:09 PM
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 at 10:09 PM
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
