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The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.
October 20
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The number of transactions is expected to increase over 20% from 2016.
October 17
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The aggregator has been buying aggressively since an infusion of private equity cash in April.
September 12
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The partnership marks the second since two private equity firms infused the aggregator with capital.
May 15
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Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.
May 9 -
The platform provider will now offer to buy a percentage of an advisory firm's revenue.
May 3
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Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.
May 1
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Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.
April 19
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HighTower and Dynasty added big platform clients as wirehouse brokers continued to flee.
April 10
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The RIA aggregator's newest partner, Boston-based Lake Street Advisors, is its sixth in in New England and its second addition this year.
April 5
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The benefits of going independent are alluring, but wirehouse advisers can't afford to discount the formidable challenges ahead.
March 31
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The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.
March 28
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The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1
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The aggregator has clicked with an expansion-minded RIA seeking to grow its footprint and 401(k) business.
February 7
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The RIA aggregator added its 43rd partner.
January 11
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“Q3 2016 is the eighth successive quarter of 30 or more transactions,” says David DeVoe, managing partner at DeVoe & Co.
October 25
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Founded by former wirehouse advisers, XML Financial is the seventh firm to join the IPO-bound RIA aggregator this year.
October 5
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Four elite advisers who left the independent channel to launch their own RIA deliver blow to Wells Fargo's target of a best-ever recruiting year.
August 3
