Mariner Wealth Advisors is making a major recruiting push to grow its senior wealth advisor ranks by about 67%, or 250 ...
Mariner Wealth Advisors is making a major recruiting push to grow its senior wealth advisor ranks by about 67%, or 250 ...
The wealth tech platform providers are looking to reach more advisors and firms with key leadership additions to their ...
while also onboarding former Mariner advisor, Jason Craine Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today welcomes ...
During the Alphabet Q4 2024 earnings call, Google CEO Sundar Pichai said that some aspects of Project Mariner are coming to the Gemini app later this year. Noting how Project Mariner can ...
Mariner has acquired three wealth advisory firms with a total of $1 billion in assets, including its biggest acquisition ever, the purchase of Cardinal Investment Advisors, adding $292 billion in ...
She explains in a post that their main wealth advisors have been favoring the husband. The advisors have been scheduling more meetings with him, and she’s only been able to get meetings ...
This story originally ran on Financial Advisor IQ sister publication Ignites. Edelman Financial Engines contends that Mariner Wealth Advisors is still trying to steal trade secrets and persuade ...
More than a year after filing suit, Edelman Financial Engines says Mariner Wealth Advisors is continuing to solicit employees in violation of state and federal law. January 27, 2025 This story ...