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Three Trends Shaping Advisor Independence in 2025
For advisors considering or embracing independence, 2025 presents both momentum and complexity. The independent RIA space is growing rapidly—Cerulli Associates projects 4% compound annual growth through 2028 (outpacing other channels and driving advisor headcount to...
The Mariner Difference: Transitioning with Confidence
For Sam Boyd, founder of Confido Advice & Investments, the vision was clear: build a virtual, multi-family office at scale, starting on day one.
The Sweet Spot – Four Essentials for the Right Firm Partner
As a modern financial advisor, you wear many hats. The right partner firm should help you take a few off—not add more.
Ocean Heights Advisor’s Strategic Succession to Mariner
For Kevin Barlow, managing partner of Ocean Heights Advisors, the transition from Mariner Independent to becoming a fully integrated Mariner advisor wasn’t an abrupt decision—it was the culmination of a well-planned, multi-year journey.
Keys to Effective Succession Planning
It’s no secret that a large percentage of the industry’s wealth advisors lack formal succession and liquidity plans. The good news: No matter the reason, and regardless of what point you may be at in your career, there are plenty of solutions available to achieve your...
Reignite Growth with the Right Model
Choosing the right business model is essential for wealth advisors seeking to grow their practices and better serve clients. Many advisors face setbacks when their initial choice doesn’t align with their goals, leading to stagnation and frustration. This guide...
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