WealthManagement

WealthManagement reported in a June 18, 2026 article by Gorman Jones that AI will change how RIA firms are valued, with firms using generative AI for meeting summarization, administrative automation, …

Marty Bicknell, president and CEO of Mariner Wealth Advisors, told the RIA Edge Podcast that the firm prioritizes cultural fit in acquisitions and has built in-house tax, trust and insurance capabilit…