Flourish, a wealthtech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today announced a new enterprise relationship with ...

Edelman Financial Engines filed a lawsuit Friday against Mariner Wealth Advisors, accusing the smaller RIA of luring away Edelman’s financial advisors, defaming the firm and incentivizing them to ...

Strategic alliance brings held-away cash management capabilities to advisors working with ultra-high-net-worth clients.

Mariner Wealth Advisors announced Wednesday its January acquisition of Spring, a financial wellness benefits provider, and the launch of Mariner Financial Wellness to provide holistic financial ...

Mariner Wealth Advisors has launched a financial wellness platform that aims to provide wealth planning and financial guidance for employees across the U.S., according to a news release. The platform, ...

Overland Park, Kansas, November 4th, 2025, FinanceWireAcquisition adds approximately $164 million in AUA, reflects growing ...

Mariner Wealth Advisors’ latest acquisition isn’t another wealth management firm, but rather a company that provides businesses with financial wellness benefits for their employees. Mariner announced ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Overland Park-based Mariner ...

Mariner CEO and president Marty Bicknell will continue to lead the company LGP first invested in Mariner in 2021 NB Capital Solutions manages about $8 billion in assets under management Neuberger ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min After 40 years in business as an ...

Overland Park, Kansas, USA, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Mariner, a national financial services firm, today announced it has acquired Defined Financial Planning, a San Rafael, Calif.-based ...