Watch Now: Tax Planning Opportunities

Watch Now: Tax Planning Opportunities

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&...
Watch Now: Strategies for Client Segmentation & Engagement

Watch Now: Strategies for Client Segmentation & Engagement

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...
Watch Now: 2022 Mid-Year Crystal Ball

Watch Now: 2022 Mid-Year Crystal Ball

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...
Watch Now: The Future of Wealth Advice Webinar

Watch Now: The Future of Wealth Advice Webinar

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...
Watch Now: Estate Planning Considerations for Your Clients Webinar

Watch Now: Estate Planning Considerations for Your Clients Webinar

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...