For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Deals & People January 3, 2011
Mariner Wealth Advisors Expands Team
Mariner Wealth Advisors has acquired the CBIZ Wealth Management team, formerly a part of CBIZ Inc., effective January 1.
Reported by Nicole Bliman
The CBIZ Wealth Management team includes 24 individual wealth management consultants and professionals located in Cumberland, Maryland; Denver; Kansas City; Los Angeles; New York; Philadelphia; and San Diego. According to a press release, these CBIZ locations are expected to remain open and be rebranded under the Mariner name within a year.
“By affiliating with Mariner Wealth Advisors, these wealth advisers will have unique access to a broader range of services and our holistic approach to long-term wealth management for family offices, businesses and high net-worth individuals. For us, adding this group helps deepen our expertise and broaden our capabilities for clients,” Mariner Wealth Advisors CEO Martin C. Bicknell said.
You Might Also Like:
SEC Eyes Data Collection Conflicts in New Comment Request
SEC Chair Gary Gensler says the emergence of new investment technologies that embrace gamification and collect user data raises questions as to whether investors are appropriately protected.
Mergers and Acquisitions Hit Hard by COVID-19
Between March and May, there were only 10 RIA transactions and two IBD deals, according to Fidelity.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2019/09/17102721/5P9A9954-450x315.jpg)
PANC 2019: Learning From Adviser M&A Transactions
Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company.