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Content tagged "Marty Bicknell"



The real and metaphorical hire of Peg Pike in its execution and promise made for a stunning webinar.

Three RIAs, three big-time hires and the story of how it all came together
Dwight Mikulis, Steve Janachowski and Marty Bicknell reveal their contrasting hiring styles and why chief operating officer is the job du jour in the RIA industry.

Monday 12.1.14
Ten-foot-tall sculptures inside the Grand Hyatt's lobby lent a tone.

Grand thoughts at the NYC Grand Central Hyatt from Fidelity Investments and RIAs
Part rally, part book launch, the Boston-based custodian rolled into NYC for the last gig of a whistle-stop tour

Thursday 10.30.14
David Stofer: At SageView I had to sell and service clients....I want to be a consultant.

How Mariner Holdings is angling to become a $3-billion 401(k) company overnight by co-opting a local SageView office
The $40-billion RIA/asset manager plans to combine $2 billion from Randy Long's RIA to $1 billion of existing 401(k) assets

Tuesday 10.21.14
Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.

Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar
The RIA principals are distributing the online asset manager service to fellow RIAs, and Fidelity is quelling an uproar of demand from RIA clients for robo answers for the mass affluent

Wednesday 10.15.14
Peter Mallouk: We're laser focused on clients and absolutely not focused on acquisitions and breakaways and trying to merge cultures. I'm not trying to be the most well-known person in the industry.

By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas
Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?

Friday 8.29.14
Marty Bicknell: The thing I manage is reputational risk.

Marty Bicknell adds an investment bank to his $10-billion RIA and $26-billion asset manager
The CEO of Mariner Holdings prefers not to throw his wealth management clients to the M&A wolves when they liquidate big companies

Monday 8.11.14
Kevin Corbett: For me, it was picking my favorite client and spending more time with them.

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab
Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies

Wednesday 7.16.14
Chris Housen: I wasn't looking for a marriage. I wasn't even looking for a date.

Housen deal shows Marty Bicknell can make it in Jersey -- by word of mouth
The Kansas-based serial buyer's Mariner, now with $9.5 billion of assets, is knocking down big down-to-earth deals

Thursday 5.1.14
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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