| Date | Title | Description |
| 08.08.2026 | For retirees, staying in the stock market is critical. How much exposure is the make-or-break question | Being too conservative with investments in retirement raises the likelihood you’ll run out of money.
Most wealth managers and financial advisors now recommend at least 40% in the stock market after leaving the workforce.
Generating income i... |
| 11.06.2026 | Collective 54 Selects Mariner as Partner for AI-Native Professional Services Firms | Collective 54, the first community exclusively for founders of boutique professional services firms in NAICS 54.
Private Wealth Management — Clients and advisors have access to a dedicated support team. It's a win-win. Discover the differen... |
| 23.02.2026 | Sherpas: $3.2 Million Seed Funding Raised For AI Wealth Management Platform | Sherpas announced the close of a $3.2 million seed funding round to accelerate development of its AI-native operating layer for wealth management firms. The round was led by 1248, the family office of Mariner Wealth Advisors Founder and CEO... |
| 23.02.2026 | Sherpas Raises $3.2M in Seed Funding | Sherpas, a Kansas City, MO-based provider of an AI-native infrastructure platform, raised $3.2M in Seed funding.
The round was led by 1248, the family office of Mariner Wealth Advisors Founder and CEO Marty Bicknell, with participation from... |
| 17.12.2025 | Giving kids investments this holiday season? 3 accounts that can help you maximize your money | When buying holiday gifts for the children in your life this year, some experts say you may want to consider an additional gift, one that may last far longer than a new toy: an investment in the stock market.
Giving investments can not only... |
| 15.12.2025 | 45% of Gen Z adults say they would be happy to receive crypto as a gift this holiday season—here’s what experts say | Forget toys and collectibles, crypto might be a hot ticket item this holiday season.
In the U.S. 45% of Gen Z adults aged 18 to 28 said they would be excited to receive cryptocurrency as a holiday gift this year, according to a global surve... |
| 12.12.2025 | Single-stock ETFs can amplify returns, analyst says, but there’s ‘significant risk that the bet goes wrong’ | Single-stock ETFs, now have a total of around 377 U.S. products — 276 of which have launched in 2025, as of Dec. 9, according to Morningstar.
While ETF providers are piling into these strategies, experts say investors should take caution.
H... |
| 08.09.2025 | Dispatch: $18 Million Series A Raised For AI-Driven Data Infrastructure For Financial Advisors | Wealthtech leader Dispatch announced the closing of its $18 million Series A funding round, bringing its total capital raised to $30 million. The round was led by Brewer Lane Ventures and included participation from New York Life Ventures, ... |
| 20.08.2025 | Americans’ No. 1 financial regret—and how to avoid it | When asked their biggest financial regret in 2025, most Americans said it was not saving enough, according to a new Bankrate poll.
Altogether, 3 out of 4 respondents said they had a financial regret in the past year, with around 40% pointin... |
| 14.08.2025 | Trump’s ‘big beautiful bill’ makes Roth conversions more complicated — here’s what to know | If you’re eyeing Roth conversions, President Donald Trump’s “big beautiful bill” could make the strategy more complicated, financial experts say.
These transfers can kickstart tax-free growth, but the move triggers upfront taxes on the conv... |
| 12.08.2025 | These are smart moves for required withdrawals in retirement when you don’t need the money | Most retirees must take required minimum distributions, or RMDs, from pretax retirement accounts at age 73 or face an IRS penalty.
April 1 of the year after turning 73 is the first deadline, but retirees must take RMDs by Dec. 31 in subsequ... |
| 03.05.2025 | Navigating Roth Conversions: A Strategic Move in Volatile Markets | In the world of finance, timing is everything. The stock market ebbs and flows like the tide. When it dips, savvy investors see opportunities. One such opportunity is the Roth conversion. This strategy allows individuals to transfer funds f... |
| 03.05.2025 | The Hidden Gems of 401(k) Plans: A Path to Tax-Free Retirement Savings | Retirement savings can feel like a maze. You navigate through options, rules, and limits. But there’s a lesser-known feature in 401(k) plans that can illuminate your path: after-tax contributions. This feature can supercharge your retiremen... |
| 01.05.2025 | This lesser-known 401(k) feature can kick-start your tax-free retirement savings | If you want to boost retirement savings, your 401(k) could offer after-tax contributions on top of the employee deferral limits.
However, future growth is tax-deferred, so you’ll need to convert to Roth accounts periodically.
Typically, you... |
| 30.04.2025 | Roth conversions are popular when the stock market dips. Here’s how to know if one is right for you | Roth conversions transfer pretax or nondeductible individual retirement account money to a Roth IRA, which starts future tax-free growth.
It’s a popular strategy when the stock market drops because you can reduce your upfront taxes.
But the... |
| 16.10.2024 | Oshi Health lands $60M Series C round for virtual gut-brain treatment | This fast-growing telehealth clinic takes your butterflies seriously
Can virtual clinics solve gut problems? 92% of patients using Oshi Health say yes, according to the results of a virtual integrated care study that involved 234 participan... |
| 12.09.2024 | The Growing Landscape of Wealth Management and Financial Security | In the bustling world of finance, change is the only constant. Recent developments highlight this truth. Cerity Partners has made a bold move by appointing Todd Cassler as its first Chief Growth Officer. This strategic decision signals a co... |
| 09.09.2024 | Cerity Partners Appoints Todd Cassler as First-Ever Chief Growth Officer | Cerity Partners expands its leadership team with the addition of Todd Cassler to drive the firm's organic growth strategy
NEW YORK, Sept. 9, 2024 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., ann... |
| 20.08.2024 | Vanilla: Estate Planning Software Company Raises Strategic Funding | Estate planning software company Vanilla announced a strategic funding round led by returning investor Insight Partners, with participation from Venrock, Vanguard, and other previous investors. Vanilla also welcomes new strategic investor E... |
| 03.03.2023 | How to roll over a 401(k) | It's important to understand all the rules before you move money out of a 401(k) Studio CJ/Getty
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| 24.10.2021 | Mariner Wealth Advisors Acquires Barley Mill Asset Management with addition of $700 million in assets | Mariner Wealth Advisors, a national wealth advisory firm headquartered in Kansas City, today announced that it has acquired Barley Mill Asset Management in Wilmington, Del. The acquisition marks the eighth deal since the firm began rapidly ... |
| 23.09.2021 | Mariner Wealth Advisors acquires wealth advisory firm FCG Advisors, closing out the summer with addition of $2.7 billion in assets | Mariner Wealth Advisors, a Kansas City-based national wealth advisory firm just makes its sixth acquisition to close out the summer of deals. Today, the firm announced that it has acquired New Jersey-based wealth advisory firm, FCG Advisors... |
| - | 4 red flags to look out for when choosing a financial advisor—and one green flag | If you’re stressed out about finances, it never hurts to get advice from a qualified professional.
But with so many financial advisors and planners to choose from, it can be difficult to figure out how to pick the best one to help you manag... |
| - | 2 ways to kickstart estate planning in 5 minutes, from financial experts: ‘No lawyers required’ | Like it or not, you’ll be dead someday. And according to the Centers for Disease Control and Prevention, it will likely be unexpected.
Without a plan for where your money and belongings will go, it can take your grieving loved ones months o... |
