February 15, 2022

EV Startups Hunt for an Edge as Big Automakers Roll Out Vans and Trucks

Scott Schermerhorn, managing director, weighs in on how startups are a riskier bet because they might fail.

February 13, 2022

Financial Strategies for Surviving Divorce

Kelly Trevethan, senior wealth advisor, discusses how to salvage the economics of your new financial life after divorce.

February 3, 2022

Avoid Powers of Attorney Mistakes

David Robinson, director & senior wealth advisor, talks through the perils of giving POA to the wrong person and how to avoid that mistake.

May 24, 2021

Retire In Style With Lessons From A $4 Billion Advisor To The Rich

Valerie Newell, principal and senior wealth advisor, discusses with Investor’s Business Daily how many of her clients have used the pandemic as a time to reprioritize and realize what is most important.

April 15, 2021

The Big Q: What Is the Lasting Impact of Bernie Madoff?

In this Barron’s article, Valerie Newell, principal and senior wealth advisor, shares her thoughts on the lasting impact that Bernie Madoff made on the financial industry.

April 12, 2021

How Advisors Are Advising On, and Coping With, Cryptocurrencies

In November, Mariner Wealth Advisors became the largest independent registered investment advisor to offer access to, and advise on, Bitcoin.

March 15, 2021

It May Be Time to Start Worrying About the Estate Tax

Most people have been able to pass on assets like a family home without federal tax, but that could be changing.

February 22, 2021

Athletes Unlimited Inks Gatorade Deal Ahead of Inaugural Volleyball Season

Mariner Wealth Advisors extends its partnership with Athletes Unlimited ahead of the inaugural volleyball season.

February 9, 2021

What To Do With That Super Bowl Bonus? This Wealth Advisor To NFL Players Has Ideas

Justin McCarthy discusses the unique financial planning components for athletes, but also the importance of being a trusted advisor and building solid relationships with clients.

January 21, 2021

Crypto Advisors: How Firms Are Working With Bitcoin Now

Financial institutions are increasingly accommodating Bitcoin: PayPal now lets customers buy, sell, and hold Bitcoin, and Fidelity Investments is accepting it as loan collateral for certain customers. Influential advisory firms are edging toward advising on it, and one, Mariner Wealth Advisors, has jumped in.

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