Scott Schermerhorn, managing director, weighs in on how startups are a riskier bet because they might fail.
Kelly Trevethan, senior wealth advisor, discusses how to salvage the economics of your new financial life after divorce.
David Robinson, director & senior wealth advisor, talks through the perils of giving POA to the wrong person and how to avoid that mistake.
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.
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.
In November, Mariner Wealth Advisors became the largest independent registered investment advisor to offer access to, and advise on, Bitcoin.
Most people have been able to pass on assets like a family home without federal tax, but that could be changing.
Mariner Wealth Advisors extends its partnership with Athletes Unlimited ahead of the inaugural volleyball season.
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.
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.