Mariner published an article in The Forward discussing two ideas shaping the next era of advisor growth, including why independence is increasingly about leverage and why stronger practice value starts with fundamentals.
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You’ve built the book, the relationships and the reputation. Now the question is: What kind of structure will help you take the next step? In the latest issue of The For…
Company
Mariner
- Industry
- Financial Services
- Location
- Overland Park, US
- Company size
- 1,001–5,000 employees
About Mariner
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
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Latest activity from Mariner
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Presence & Recognition
Mariner hosted a panel featuring Kevin W. Corbett at the DeVoe M&A + Succession Summit on September 23-25.
Presence & Recognition
Mariner is hosting a webinar on Medicare open enrollment with Ari Parker and Lisa Fentress from Chapter on September 24 at 3 p.m. CT and 4 p.m. ET.
Research & Knowledge
Mariner published an article in collaboration with Custom Content from WSJ analyzing how Mariner is using AI to support client experiences.
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