News, Comment & Analysis results for Mariner Wealth Advisors

M and A
May 24, 2021

Why Supercharged RIA Mergers, Acquisitions Market May Accelerate

There have been a great deal of wealth sector M&A transactions, but if anything, the pace is going

May 5, 2021

Dynasty’s Minority Stakes Move: Pivot Or Extension?

Is the move by the Florida-based firm a switch in strategy or an extension of a business model that

April 17, 2020

Dynasty Partners With Major RIA

Mariner Wealth Advisors is one of the largest RIAs in the US, with $28 billion in assets under

November 27, 2017

Mariner Wealth Advisors Partners With Denver-Based Financial Services Firm

This partnership is part of Mariner Wealth's growth strategy, as it looks to make agreements with

People Moves
October 10, 2017

Wealth Manager Bolsters Omaha Presence, Eyes Further Growth

The new hires have overseen some $600 million in client assets.

People Moves
February 2, 2015

Summary Of Industry Moves In The Americas: January 2015

A summary of all the executive moves in the Americas covered by Family Wealth Report in January

People Moves
January 27, 2015

Mariner Holdings Expands Tax Advisory Affiliate In Kansas

Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth

M and A
January 9, 2015

Mariner Wealth Advisors Accelerates US Growth Drive With Another Acquisition

Mariner Wealth Advisors has acquired a majority interest in State College, PA-based Vantage

November 10, 2014

Mariner Holdings Seeks Staff For New Tax Advisory Affiliate

Mariner Holdings, which recently announced big hiring plans in areas including wealth management,

People Moves
November 3, 2014

Summary Of Industry Moves In The Americas: October 2014

A summary of industry moves in the Americas during the month of October 2014.

Comment & Analysis results for Mariner Wealth Advisors