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Articles tagged "Adams Hall"


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Ron Ferguson revitalized the RIA-owned trust company when he came aboard in 2008.

Ron Ferguson steps down as CEO of National Advisors Trust after 4-1/2 years

The executive proved an adept turnaround artist; now the RIA-owned company is left to search for his replacement

September 12, 2012 at 4:20 AM

Paul Lutz: [LPL's] gotten so large they have a difficult time keeping support staff.

Not everyone has to make rain: Mariner brings over former LPL advisor who'd rather stay indoors and give advice

HSMC Wealth Management and its $40 million in assets is one of Mariner's smaller acquisitions of late as it looks to make smart, strategic buys

August 29, 2012 at 4:20 AM

Marty Bicknell: It's not a coincidence at all.

On its march to $50 billion, Mariner finds its groove buying RIAs connected to accounting firms

First it was CBIZ, now Orizon Investment Counsel, and Marty Bicknell doesn't plan to stop there as he notes accounting firms want to get back to their core business

July 12, 2012 at 4:48 AM

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

February 2, 2012 at 4:34 PM

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