Sheridan Road Founder Launches Strategic Advisory, Consulting Firm

Published on August 25, 2025

Daniel Bryant will use his own experience founding Sheridan, scaling and then exiting it to help other CEOs in financial services.

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Lessons in Leadership With Sarah Mouser

August 25, 2025
On this episode of the Ask the Retirement Expert podcast, Mouser speaks with ThinkAdvisor Senior Reporter John Manganaro about her journey as a financial planning professional — evolving from a novice producing advisor to an experienced mentor and leader in the industry.

Mariner Nabs Two Wealth Firms With $1.7B in Combined Assets

August 25, 2025
CEO Marty Bicknell cited both companies' ability to anticipate changing client needs as important differentiators.      Related StoriesMariner to Aquire $5B FirmLPL Names Former McKinsey Partner as Chief People OfficerIndustry Veteran Hassan Tapped as DriveWealth CEO