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RIA Roundup: Snowden Lane Passes $10B in Assets

More than $140 billion in transacted assets at RIAs was announced this week as milestones were achieved and new territory was conquered.

United statesNew yorkSan franciscoAlex bryerCarmen castro franceschiRichard inaTonrey jrJoe holbergAlison inaTom hardgroveDouglas gillMonroe vosGreg flemingDana tonreyAndrea meadeWilliam blair

RIA M&A dealmakers predict volume is on rise in 2023

The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.

United statesOverland parkGabriel garciaMario ramosLucille jonesKatie brunerRob sandrewWealth enhancement groupSkyview partnersManaging partner katie brunerDeals intelligence lucille jonesMariner wealth advisorsMariner financial wellnessAdviser investmentsRopes wealth advisorsPointe advisors

Mariner Launches Workplace Financial Wellness Business With Spring Acquisition

Mariner Wealth Advisors is ramping up its workplace offerings, announcing that it has acquired Spring, which works with businesses to provide employees with…

Mariner wealth advisorsMariner financial wellnessReaking news

Mariner acquires employee benefits company

Mariner Wealth Advisors’ latest acquisition is a company that provides businesses with financial wellness benefits for employees.

Marty bicknellJoe holbergMariner wealth advisorMariner financial wellnessMariner wealthFinancial wellnessMariner wealth advisorsMariner financialSouth carolina based

Mariner Launches Workplace Financial Wellness Business With Spring Acquisition

The deal opens a new business line for Mariner, which now offers a wider range of services for employers.

Mariner wealth advisorsMariner financial wellness

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