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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
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