Our technology columnist caught up with Alex Bottom and spoke with him about developments to his platform meant to help advisors with managing student debt.
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.”