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The new additions include Jennifer Geoghegan, who previously served as The Colony Group’s first chief marketing officer, and Tony Ling, a former managing director at private equity firm Corsair Capital.
Mariner is suing three advisors who recently left to join Savvy Wealth's RIA affiliate. In the suit, Mariner argues Savvy poaches books of business without “regard to contractual obligations.”
According to the Advisor Sentiment Index, financial advisors are feeling better about the prospects of the stock market, even as their view of the overall economy dims slightly.
With lessons learned from his previous experience running Sanctuary, Dickson's Elevation Point was formed with United Atlantic Capital’s Mark Penske and launches with the acquisition of Mount Yale Capital Group.
U.S. District Judge Holly Teeter dismissed defamation charges Edelman made against Mariner but allowed the misappropriation and conspiracy claims to remain in place.
