Mariner Wealth Buys New Jersey RIA With $817M in AUM
CEO Marty Bicknell doesn’t mind the term “rollup firm,” but he says there's a difference between Mariner and other firms that acquire RIAs.
New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient
This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.
Social Media and You
Social media: Those two words have become ever present in our daily lives and it’s safe to say that, to some extent, a good portion of us use a social media outlet on a daily basis.
6 Tips to Cope With Boomerang Generation and End of Empty Nest
One of the casualties of the economic crisis has been parents’ much-anticipated empty nest, or rather lack of it. It’s a refrain that is becoming all too familiar across the U.S.
8 Moves Investors Should Make in 2012: Brinton Eaton
Brinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with “keeping the faith” in equities and keeping a tight rein on emotions.
Tips to Manage Personal Wealth in Volatile Markets: NAPFA
AdvisorOne offers top tips culled from speakers at NAPFA’s Practice Management & Investments conference in Brooklyn. Topics include risk management, behavioral finance and macroeconomics.
New Hire Roundup: RIA Brinton Eaton Adds Wells Fargo Advisor
Mary Ellen Hancock joins Brinton Eaton from Wells Fargo; Neuberger Berman boosts retirement sales team.