Wealth and Asset Management
Leading independent advisory firms announce strategic merger
Mariner Wealth Advisors and AdvicePeriod have joined forces to build a dominant fiduciary advisory firm of the future, in a deal concurrent with an investment from private-equity firm Leonard Green & Partners (LGP). Overland Park, Kansas-based Mariner Wealth Advisors signed a deal to acquire AdvicePeriod, which is based in Los…
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