The latest press release from Mariner Wealth Advisors revealed a lot about the competitive environment advisors are facing today.
The phrase “late-stage capitalism” is coming up a lot. It is usually used ironically, but there is a definite feeling that we're in a decadent phase.
Shockingly few advisors devote much time and care to their own futures. In fact, according to the FPA, the vast majority don't plan for succession.
These new offerings enable independent financial advisors to access a wide range of strategies across global markets and tactical orientations.