Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Published on June 17, 2025

Sandrew will leave $21-billion RIA Integrated Partners, where he was running M&A strategy.

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Life Expectancy: The (F)Law of Averages

June 17, 2025
Let’s talk about life expectancy. More specifically – should it play a role in retirement planning?You might be surprised to learn that the answer is: Absolutely not.

11 Investment Must Reads for This Week (June 17, 2025)

June 17, 2025
Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports. These are among the investment must-reads we found this week for financial advisors.