Mariner Wealth Advisors, an Overland Park, Kansas, wealth management firm advising on $60 billion in assets, has agreed to acquire Taylor Wealth Management Partners, a Boston-based registered investment adviser managing $347 million.
The acquisition is scheduled to close on June 30, Mariner Wealth said in a press release Wednesday.
Taylor Wealth Management Partners was founded in 2014 by Hugh Taylor and serves more than 100 client relationships. The firm will assume the Mariner Wealth Advisors name on July 1.
This acquisition is the latest in a series of moves to bolster Mariner Wealth's presence along the East Coast and will be its 73rd location nationwide.
Federal prosecutors say the scheme used fake investment accounts and a fictitious financial advisor to lure victims into romance-fueled fraud.
Morgan Stanley sought to claw back recruiting bonus money from Darryl Cohen.
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income