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Fortigent, LLC
Mariner Wealth Advisors
Fortigent, LLC
Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include a comprehensive investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent’s web-based portal interface allows access ...
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With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthyRead ![Dan Arnold: I'll reinforce there are no customer-facing roles [that will be cut].](http://images5.riabiz.com/i/20035504/t "Dan Arnold: I'll reinforce there are no customer-facing roles [that will be cut].")
LPL's RIA assets skyrocketed in 2012 Read 
LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent'sRead 
$1.2 billion RIA breaks it off with LPL as new beaux Fidelity and Pershing vie ardently for favor
Mariner Wealth Advisors
Mariner Wealth Advisors’ goal is to help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. To do so, we seek to partner with leading wealth advisors who share our vision of providing ...
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Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billionRead 
10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1Read 
Marty Bicknell self-declares a slowdown after bringing on $700 million more of RIA assets to punctuate an epic streak of dealsRead 
With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest 
Fidelity Investments recognizes power of RIAs in 401(k) market and has increased efforts to work with advisorsRead 
What I learned at Harvard Business School that doubled my RIA assets to $3.3 billion in two yearsRead 
Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind themRead 
RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its spaceRead 
Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipeEnter the email address you used to sign up for RIABiz. You will receive an email containing a special link to your settings page, where you will be able to enter a new password.
