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Investment Consultants Are Bigger — and More Influential — Than Ever Before

New research from Coalition Greenwich shows that more than 85 percent of U.S. institutional investors work with a consultant, a statistic that has trended upward in recent years.

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Echelon Reports 2nd Busiest Q1 for RIA M&A | Wealth Management

Private equity participation picked up after a 2023 dip and a couple of new names appeared on the list of top buyers.

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Mariner Institutional Created From Three Advisory Firms

Mariner Wealth Advisors is a national wealth advisory firm. It has announced that it will be acquiring Winter Park, Florida’s AndCo Consulting, and Covington, Kentucky’s Fourth Street Performance Partners in a simultaneous transaction. Mariner Institutional will be the name of the combined entity, with 100 more staff members joining Mariner Wealth. The acquisitions add offices…

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Mariner Wealth Advisors adds $104B AUA with double acquisition

Mariner Wealth Advisors adds $104B AUA with double acquisition
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Mariner Wealth Advisors to acquire AndCo, Fourth Street Performance Partners

Mariner Wealth Advisors to acquire AndCo, Fourth Street Performance Partners
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Marty bicknellMariner wealth advisorsAndco consultingFourth street performance partnersWinter parkFourth streetMariner institutional