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Content tagged "Marty Bicknell"



Justin Richter: I wanted to avoid the tortured stares of my older colleagues, who went into investment banking and sold their souls.

A 32-year-old Kansas advisor -- at all upheaval costs -- followed his mentor to Mariner Wealth Advisors
Losing clients and leaving money on the table are risks that more young advisors are willing to take, especially with social media as a viable workaround to the non-solicitation straitjacket

Thursday 2.27.14
Marty Bicknell: Sales in the wealth division is hand to hand combat, sometimes in the asset manager world, reputation and being on the right platforms drive business on their own.

The explosive growth to $20 billion AUM of Marty Bicknell's second roll-up-like venture, Montage Investments, and where his $8 billion wealth manager fits in
With admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers

Monday 2.10.14
What looks disorderly at TD has the dead reckoning of dollars following ROI opportunity.

An advertiser's-eye view of TD Ameritrade's national conference
Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell

Monday 2.3.14
Bob Oros: This is what cell phone companies do. They bring us in with a low entry fee and when it comes time, the switching costs don't seem worth it.

Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline
RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

Friday 1.24.14
The MarketCounsel Summit convened many kings of the jungle.

The 2013 MarketCounsel Summit is heavy on future shock
A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg

Monday 12.16.13
Marty Bicknell: They're young and growth-oriented. They're not selling to sell.

How a Kansas wealth manager ate New York -- or at least one of its big advisory firms -- owned by an Arthur Andersen orphan
In latest RIA taunt to Wall Street, Marty Bicknell ends an 11-month deal moratorium by placing his Mariner flag in the Big Apple

Thursday 12.5.13
Marty Bicknell: I don't consider this to be an afterthought.

Marty Bicknell jumps into the mass market with no 'robo-advisors' and a missionary zeal
After amassing $6 billion in his RIA and $18.5 billion in his asset manager, the Mariner Holdings chief is opening FirstPoint, its Old Navy for the impecunious to fill a Gap

Friday 10.4.13
David Canter: From the session on valuation, we learned that it's more complex than most are willing to admit.

What happened when Fidelity Investments called 25 deal-making protagonists to its Boston sanctum for a talk about the suboptimal RIA M&A market
David Canter recounts what his company set out to do, who showed up and what the pooling of ideas yielded

Monday 9.30.13
In a deal that rocked the RIA world, David Hou (pictured) and Mark Sear sold Luminous for a staggering $125 million in cash to a San Francisco bank.

10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1
2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords

Friday 3.8.13
Marty Bicknell: If the phone rings, we'll be opportunistic.

Marty Bicknell self-declares a slowdown after bringing on $700 million more of RIA assets to punctuate an epic streak of deals
The Mariner CEO's personal barnstorming led to more than tripling his firm's assets from $2 billion to $6.5 billion with Brinton Eaton as 2012's finishing touch

Thursday 12.6.12
Valerie Newell is young, ambitious and happy to hand off some headaches to Marty Bicknell. She says: We want to continue to do what we've done.

With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest
Mariner Wealth Advisors brushed aside a host of competitive bids to absorb Cincinnati-based RiverPoint -- a rare jewel for its size, quality and availability

Tuesday 10.30.12
William Greiner: What excites me isn't trying to beat an index by 20 basis points and saying: aren't I smart.

Mariner Wealth poaches a chief investment officer from a big local mutual fund company
In an intra-Kansas City move, Marty Bicknell lures Bill Greiner from Scout Investment Advisors

Tuesday 4.3.12
Marty Bicknell: There will absolutely be more deals [this year].

Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank
CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company

Thursday 2.2.12
Brian O'Regan: I love building things and I could do that both with Fidelity and Mariner.

Big Midwestern RIA hires away a Fidelity exec to realize its $50 billion plan
Mariner Wealth Advisors has reached a critical size where professional management is called for

Friday 12.9.11
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

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