Mariner Wealth Advisors said Tuesday that it acquired Walker Wealth, a firm that specializes in working with medical professionals and manages $301 million in assets.
Fullerton, California-based Walker Wealth was founded in 1997 by W. Craig Walker, its CEO and president. It will be Mariner’s 14th office in the state.
“Adding a firm of Walker Wealth’s caliber bolsters our presence in California, and deepens our bench of professionals with an expertise of serving clients in the medical community,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors.
Park Sutton Advisor served as advisor to Walker Wealth in the transaction.
Mariner, an Overland Park, Kansas, firm that advises on more than $105 billion in assets, had announced the purchase of another California firm, San Jose-based Hayes Financial, in December, and a deal for a Pittsburgh firm, Executive Wealth Counselors, in September.
Janus Henderson Investors research reveals demand for transparency, but lack of awareness of AI’s prevalence in the corporate world.
New research reveals rising expenses, forced early exits, and a widening gap between how long people live and how long their money lasts.
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
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
