How an Advisor Keeps His 'Worker Next Door' Clients on Track

Published on September 3, 2024

Luminaries winner Mark Delp tells ThinkAdvisor how he assuages clients' fears through regular communication, including handwritten letters.

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Childfree Planning Turns Traditional Advice on Its Head

September 3, 2024
People without children by choice are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.

Mariner Buys M&A Consultancy Firm Woodbridge International

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Mariner announced that it has purchased Woodbridge International, a middle-market mergers and acquisitions consulting firm based in New Haven, Conn., bolstering its capabilities to offer enhanced M&A advisory services to its 1,200 business owner clients.