Marty Bicknell loads up on Neuberger Berman capital 'ahead of plans' after RIA deal 'supply' exploded ahead of plan -- and financier rolled with 'marching order'
The Mariner Wealth CEO and owner will give up a board seat, but still call the shots on growth plans, as pipeline hits 10 'engagements', and may accelerate even more; 5,000-advisor goal stays intact.
Author Brooke Southall October 31, 2024 at 2:27 AM
0 Comments
Keith Girard contributed to the editing of this article.
Related Moves
Marty Bicknell buys a second M&A shop 10 years after the first • Advisor360 repeopling includes new people officer, and seven other major hires • By women, for women corporate RIA nets 10th partner
Mariner CEO is again reversing the predatory script • Some 53% of Advisor360's 15-strong senior management joined the firm in the last 12 months • LGBTQIA+-friendly corporate RIA grows AUM to $283 million, after three new partners join.
September 5, 2024 at 3:31 AM
Mentioned in this article:
Mariner
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell
