Mariner is looking to solidify its status as a destination for independent-minded advisors as one of its partners in the West Coast undergoes a key transition. On Wednesday, the mega-RIA announced ...

State Street Corporation (NYSE: STT) today announced that Mariner, a privately held national financial services firm, will implement Charles River's Wealth Management Solution to streamline its ...

Mariner takes a hands-on approach to wealth management, but its high account minimums and fees might be limiting for some investors Written By Written by Staff Money Writer, Buy Side Erin Gobler is a ...

Registered investment advisors Mariner and Apella Wealth announced $1 billion-plus acquisitions to start the new year. Mariner, an Overland Park, Kan.-based registered investment advisor with $609 ...

The decision comes as Mariner sets its sights on expanding its advisor team from the current 2,080 to 5,000.

Mariner's 2025 deal calendar is off to a strong start. On Thursday, Mariner announced the acquisition of Cardinal Investment Advisors, adding $292 billion in assets under advisement to its Mariner ...

Mariner announced that its institutional unit has entered into an agreement to acquire Southeastern Advisory Services, an Atlanta-based firm with $5 billion in assets under advisement. The deal is ...

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 ...