Mariner Wealth Advisors, an Overland Park, Kansas-based firm advising on $56 billion in assets, has acquired California-based Viewpoint Financial Network, which advises on $950 million in assets.
Viewpoint, which has an office in the San Francisco Bay area and another office in Los Angeles, is the second firm that Mariner has announced it acquired last month, along with Granite Investment Advisers, and the 14th it had acquired in the last six months.
Benjamin Wong, founder and principal of Viewpoint Financial Network, will continue to oversee the two offices as managing director and senior wealth adviser, and all 15 associates with Viewpoint Financial Network will continue in their current positions.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
