Interested in learning about tax planning opportunities that might benefit your clients during a market downturn? Watch this timely webinar hosted by Brian Leitner, Managing Director, Wealth Solutions, and featuring Jodi Robinson, Managing Director, Tax Planning&...
In this video you will hear from Anand Sekhar, Vice President, Practice Management & Consulting, Fidelity Institutional and Brian Leitner, Head of Mariner Platform Solutions. Here’s a preview of the topics Anand covered: How to gain business efficiencies so you...
Tune in to hear Mariner Wealth Advisors’ Chief Investment Strategist and Head of Equities Jeff Krumpelman and Chief Investment Officer Katrina Radenberg share their market outlook for the second half of the year. Among the questions they’ll tackle: Have we...
In this webinar, the Mariner Platform Solutions team chats with Michael Graci, Director, Practice Management & Investment Education Specialist at BlackRock. Mr. Graci provides insight on current Social Security trends, rules for collecting Social Security and much...
Where is the Financial Services Industry Going? Brian Leitner, head of Mariner Platform Solutions, and industry pioneer and visionary Steve Lockshin, founder and principal of AdvicePeriod, discuss where the wealth advice industry is headed, how advisors can grow and...
In this webinar, the Mariner Platform Solutions team dives deep into estate planning. From asking clients the right questions, to the importance of picking the right fiduciary, this webinar covers all things estate planning while looking at a few actionable ideas that...
