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.
Quarterly analysis of retirement accounts highlights positive behavior.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
