Mariner Wealth Advisors is making a major recruiting push to grow its senior wealth advisor ranks by about 67%, or 250 ...
Edelman filed suit in November 2023, alleging that Mariner stole 851 clients, representing more than $621 million in assets ...
The amended complaint, which adds to allegations first brought in November 2023, specify that 11 advisors who were lured away between June 2021 and December 2024, and names Mariner CEO Marty Bicknell ...
Mariner’s recruitment scheme “was calculated to ensure Mariner received Edelman’s trade secrets,” according to amendments made to a lawsuit Edelman first filed in 2023.
Most say retirement means a more active and adventurous lifestyle, according to a 2024 report from Edelman Financial Engines.
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Millennials want a different retirement than their predecessors, looking for a more affordable and active lifestyle. The road ...
We spoke with Ric Edelman, founder of Edelman Financial Engines, to get his perspective on the technology sector. He presents an argument for why investors should stay invested in tech – up to ...
A recent report from Edelman Financial Engines found that more than a quarter of those surveyed have had fights with extended family over their finances. But financial conversations among family ...
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