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...
Jeff Krumpelman, chief investment strategist and head of equities, and Katrina Radenberg, chief investment officer of Mariner Wealth Advisors share their market outlook for 2022. Among the topics they’ll cover: risk factors, such as elevated inflation, shifts in...
