Mariner Wealth Advisors, an Overland Park, Kansas-based registered investment advisory firm with almost $46 billion in assets under advisement, will acquire Channel Islands Group, a Ventura, California-based RIA managing $277 million.
The terms of the deal, which will close Aug. 31, were not disclosed.
Channel Islands Group was founded in 2014. In addition to its wealth advisory business, it also operates an estate planning business.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
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
