News, Comment & Analysis results for Mariner Wealth Advisors

M and A
September 10, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Mariner Wealth Advisors, Pinnacle

Mariner, which has bought a number of wealth advisory firms across the US in recent months, adding

M and A
July 14, 2021

Wealth Sector M&A Remains On Upward Track Despite Pause For Breath - Study

There has been a dip in M&A turnover from recent strong figures but the overall direction of travel

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting

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

Strategy
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

Strategy
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

Strategy
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

Comment & Analysis results for Mariner Wealth Advisors