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Articles tagged "Mariner Holdings"


Merion's Richard Hughes: HIs job will be to integrate advisors who want to offload back-office operations and remain active equity partners, the company said.

Merion Wealth Partners, Cambridge Investment Research and Mariner Holdings make hires with big-league experience
New employees come from Envestnet, Janus and JPMorgan

Friday 3.18.11
Marty Bicknell: It’s definitely about growth geographically, and we’ve struggled with it.

Big Midwestern RIA buys itself a national presence in deal with CBIZ
Mariner Holdings passes $8 billion of AUM; still eyeing $50 billion

Tuesday 1.4.11
Joe Duran: There will be a lot of folks wiped out and [big competitors] will charge 30-40-50 basis points and that’s the pricing we’ll all have to live with. (Photo by Catherine Taylor)

The MarketCounsel Member Summit hums in the Nevada desert
Joe Duran floats a controversial thesis about the threat faced by investment managers

Thursday 11.18.10
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