Mariner “willfully and maliciously misappropriated the book of business” of advisor James Hyre, a new lawsuit alleges.

In the complaint, filed last Wednesday in federal court in Kansas, James Hyre and his firm, Hyre Personal Wealth Advisors ...

Registered investment advisors Mariner and Apella Wealth announced $1 billion-plus acquisitions to start the new year. Mariner, an Overland Park, Kan.-based registered investment advisor with $609 ...

Three firms have announced new recruits from some big name firms with advisors transitioning for independence as part of their next career step. At Mariner, wirehouse breakaways Kyle Briggs, CFA®, and ...

Sherpas today announced the close of its $3.2 million seed funding round, led by 1248, the family office of Mariner Wealth Advisors Founder & CEO Marty Bicknell, with major participation from AUA ...

New York, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Flourish, a wealthtech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today ...

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Mariner Wealth Advisors today announced that it has acquired Viewpoint Financial Network, a California-based firm with offices in the Los Angeles metropolitan area and in the San Francisco Bay Area ...

State Street Corporation (NYSE: STT) today announced that Mariner, a privately held national financial services firm, will implement Charles River’s Wealth Management Solution to streamline its ...

BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) today announced that Mariner, a privately held national financial services firm, will implement Charles River’s Wealth Management Solution ...