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.
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Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
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Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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