Apr 9, 2015
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
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Montage Investments
6 articles
Articles tagged "Montage Investments"
Aug 11, 2014
Marty Bicknell adds an investment bank to his $10-billion RIA and $26-billion asset manager
The CEO of Mariner Holdings prefers not to throw his wealth management clients to the M&A wolves when they liquidate big companies
Feb 3, 2014
An advertiser's-eye view of TD Ameritrade's national conference
Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell
Dec 6, 2012
Marty Bicknell self-declares a slowdown after bringing on $700 million more of RIA assets to punctuate an epic streak of deals
The Mariner CEO's personal barnstorming led to more than tripling his firm's assets from $2 billion to $6.5 billion with Brinton Eaton as 2012's finishing touch
Aug 29, 2012
Not everyone has to make rain: Mariner brings over former LPL advisor who'd rather stay indoors and give advice
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
Apr 3, 2012
Mariner Wealth poaches a chief investment officer from a big local mutual fund company
In an intra-Kansas City move, Marty Bicknell lures Bill Greiner from Scout Investment Advisors
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