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Edelman Presses For Lawsuit Against Mariner to Continue

Edelman Financial Engines is accusing Mariner Wealth of breaching trade secrets, while Mariner says Edelman is trying to “stifle fair competition.”

United statesMichael horneEdelman financial enginesMariner wealth advisorMariner wealthDeparted planners

Data Management Platform OneAdvisory Raises $8M in Seed Funding

In conjunction with the funding, which included investments from Ritholtz Wealth Management and Mariner, the company is also rebranding as Dispatch.

Madalyn armijoRafi lurieMichael batnickCapital fundF prime capitalFika venturesGreat oaksTwelve belowCofound partnersRitholtz wealth managementMariner wealth advisorRob nanceCompound capital fund

IBD Elite 2023: What is an OSJ | Financial Planning

IBD Elite 2023: What is an OSJ | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesUnited kingdomPat sullivanStephen langloisRita robbinsBrad walesRobert russoJohn hylandNate lenzFrank smithJodie papikeJimmy leeGail murdochTrutoro gail murdochDebra shannonPaul tolley

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

US in the news: Carson Group buys Louisiana wealth firm

A round-up of people moves and M&A deals across North America

Fort lauderdaleUnited statesNew yorkSouth carolinaBaton rougeRhode islandRyann kilgoreTimothy bartonRaymond jamesRonald dooleyDavid edwardsWilliam cholawaJustin hellerThomas sheehanLarry prozanPaul gwidt

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