Articles tagged "CBIZ"
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Marty Bicknell suddenly has a giant LPL Financial (and mass affluent) future, just as David Canter leaves Fidelity, an executive he tried to forge a future with for mass market advice
By adding the $26-billion AUA 'hybrid' in Sacramento to his $60-billion RIA-classic, the Kansas CEO has a near $90-billion advice empire with Fidelity, Schwab and LPL vying for his patronage.
July 22, 2022 at 2:38 PM
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
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
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
April 3, 2012 at 3:50 AM
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
Advisor Tested: Arkovi expands and archives a firm's online footprint
Social media tools archive your firm's posts, tweets and blogs and make sure they're all there when regulators pay a call
