In its 7th acquisition of 2023, Mariner buys Sacramento-based Confluence Financial Planning.
The number of contracts sold in the third quarter marks a 39% increase from the prior year.
The deal for NFP will bring together a shared commitment to client excellence, the companies say.
Josh Crawford, vice president of training and development at Matson Money, sits down with InvestmentNews anchor Gregg Greenberg to explain how investing biases can lead to destructive financial decisions.
Andrew King, co-head of tax policy & research at Goldman Sachs Ayco, sits down with InvestmentNews anchor Gregg Greenberg to discuss how U.S. service members and veterans can maximize their federal retirement, education and financial benefits.
Marianne Caswell, president of Park Avenue Securities, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors can help their clients reduce financial stress.
David Bahnsen, founder and CIO of the Bahnsen Group, sits down with InvestmentNews anchor Gregg Greenberg to discuss why companies growing their dividends will outperform in 2024.
Kevin Flanagan, head of fixed-income strategy at WisdomTree, sits down with InvestmentNews anchor Gregg Greenberg to discuss his forecasts for Treasury, corporate, municipal and international bonds in the coming year.
Deal strengthens independent’s presence in Texas.
Excellence demands recognition – celebrating the industry’s best and brightest.
