Mariner Partners With Caregiver Support Platform
By Melanie WaddellCariloop gives "our advisors another way to deliver real value to the families they serve," said CEO Marty Bicknell.
July 08, 2026
State Insurance Policymakers Talk About Private Credit FearsOne lawmaker expressing concern helped manage bond sales for Banco Santander and Crédit Agricole.
July 08, 2026
SpaceXAI, Cursor Unveil Grok AI Model for Finance, Coding TasksUnlike prior models, Grok 4.5 is aimed at tackling a wider mix of work, such as legal and financial services.
July 08, 2026
Vanguard Personal Wealth Seeks Head of Digital AssetsWhile this executive will lead strategy, the investment giant suggests that the move doesn't signal shifting policy.
July 08, 2026
IRS Issues Final Regs on a Dodgy Trust TransactionThe strategy at issue involves moving highly appreciated property to a charitable remainder annuity trust, Jeff Bush explains.
July 08, 2026
New HUSTLE Act Creates Tax-Favored Accounts for College AthletesThe bill would create tax-advantaged accounts for name, image and likeness income that could be rolled to an IRA.
July 07, 2026
Genworth CEO Takes Medical Leave of AbsenceThe long-term care insurance issuer's chief financial officer will be the interim CEO.
July 07, 2026
Edelman Appeals After Court Tosses Poaching ClaimThe wealth management firm contends that Mariner Wealth Advisors misappropriated trade secrets. A Kansas judge disagreed.