Tag: Mariner

Wealth Planning

Mariner Wealth, Other Firms Settle Class Action For $25.5M

31/07/2025
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Mariner Wealth Advisors and several other firms will pay $25.5 million to settle allegations that they…

Wealth Planning

Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

17/06/2025
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Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to…

Asset Allocation

Mariner Platform Solutions Attracts Two Veteran Advisors from Choreo

19/05/2025
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Two financial advisors who were with Choreo Advisors for over 20 years have left to join…

Asset Allocation

Savant Adds $1.15B RIA; Mariner Snags $325M Firm

08/05/2025
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Savant Wealth Expands Into Rhode Island With $1.15B Corrigan Savant Wealth Management, a $29.6 billion registered…