Meanwhile, Mariner makes a strategic expansion into property and casualty insurance, and Wealth Enhancement plants its first ...

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 ...

New York, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Flourish, a wealthtech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today ...

Mariner bought the firm for $39 million in a deal that called for $25 million of the transaction price be paid to Hyre as ...

BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) today announced that Mariner, a privately held national financial services firm, will implement Charles River’s Wealth Management Solution ...

Sherpas today announced the close of its $3.2 million seed funding round, led by 1248, the family office of Mariner Wealth Advisors Founder & CEO Marty Bicknell, with major participation from AUA ...

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Addition of property and casualty capabilities strengthens coordination and enhances the firm’s ability to attract advisors seeking a multidisciplinary platform ...

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 ...