Mariner Wealth Advisors launched a new business called Mariner Platform Solutions that will provide back-office help to independent advisers.
Mariner Platform Solutions will provide support for investing, regulatory compliance, operations and billing, technology and marketing. It also can help clients with tax planning and preparation, retirement planning, trusts and insurance solutions.
“Most registered investment advisers want to be elbow to elbow with their clients,” Mariner Wealth CEO…
Mariner Wealth Advisors launched a new business called Mariner Platform Solutions that will provide back-office help to independent advisers.
Mariner Platform Solutions will provide support for investing, regulatory compliance, operations and billing, technology and marketing. It also can help clients with tax planning and preparation, retirement planning, trusts and insurance solutions.
“Most registered investment advisers want to be elbow to elbow with their clients,” Mariner Wealth CEO…