Articles tagged "Mariner Wealth"
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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
With new deal, Exencial edges near to $1 billion and starts to look like an RIA acquisition alpha dog
After a big 2011 merger, the Oklahoma-based firm is back in deal mode targeting the Southwest
