Mariner Wealth Advisors, an Overland Park, Kansas-based firm advising on $56 billion in assets, has acquired California-based Viewpoint Financial Network, which advises on $950 million in assets.
Viewpoint, which has an office in the San Francisco Bay area and another office in Los Angeles, is the second firm that Mariner has announced it acquired last month, along with Granite Investment Advisers, and the 14th it had acquired in the last six months.
Benjamin Wong, founder and principal of Viewpoint Financial Network, will continue to oversee the two offices as managing director and senior wealth adviser, and all 15 associates with Viewpoint Financial Network will continue in their current positions.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
