Mariner takes a hands-on approach to wealth management, but its high account minimums and fees might be limiting for some ...

Mariner Wealth Advisors is acquiring Confluence Financial Planning, a California-based advisory firm with $360 million in managed assets. The new firm will be Mariner’s first in Sacramento and its ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Mariner acquired three firms ...