Mariner

The moments that shape your life rarely affect just one part of your financial plan. A new job changes more than your income. An inheritance can bring responsibility alongside opportunity. Caring for someone you love may impact your time and priorities. Retirement turns years of saving into decisions about how you want to live. At Mariner, we believe planning should connect your taxes, investments, estate plan, insurance and cash flow—and continue to evolve as your life does. As National Financial Planning Month begins, consider whether your plan still reflects where life has taken you and where you want to go next. Is your plan moving in the right direction?

Independence can open new possibilities. But with more choices comes a bigger question: What are you really trying to build? On Oct. 6, Mariner CEO and President Marty Bicknell will join a panel of industry leaders for AdvisorHub's webinar, “Independence, Defined.” Together, they’ll explore what matters most when considering independence, how the industry is evolving and what advisors should think through before deciding what comes next. Join the conversation from 4 to 5 p.m. ET.

Long-term success in wealth management isn’t built on expertise alone. It’s shaped by what financial professionals choose to practice, strengthen and keep learning over time. In a new article for eMoney Advisor, Senior Vice President of Practice Management Chad Hamilton shares five habits that can help financial professionals keep developing. From embracing technology and collaboration to investing in the human skills no tool can replace, there’s plenty for advisors and leaders to consider as they grow their practices and deliver greater value to clients. Read the full article.

One of our own is preparing for something extraordinary. Early next year, Mariner wealth advisor Jeff Maher will take on the World Marathon Challenge—an undertaking spanning more than 180 miles and every continent in just one week. Jeff is no stranger to marathon finish lines. So what inspired him to take on a challenge of this scale? Get to know the person behind the miles and the journey that brought him here. https://bit.ly/4jtb1sY

Economic data can provide helpful context when you're making financial decisions, but it doesn't tell the whole story. The key is putting the latest reports into perspective and understanding which factors may affect your household's spending, saving and long-term financial goals. Learn how to consider economic data as part of your broader financial picture. https://bit.ly/4crlyAM

What if the right time to give isn’t someday, but sooner than you think? In this episode of Your Life Simplified, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey discuss how giving during your lifetime can help support the people, causes and moments that matter most, while giving you the chance to see the impact of your generosity. Listen to the podcast now. https://bit.ly/3VeYnUq

What do you want your next professional chapter to look like? For RIA owners, thinking about a transaction is also an opportunity to consider what comes next—for your role, your clients, your team and the future of your firm. At the DeVoe & Co M&A + Succession Summit, Kevin Corbett will share an insider’s perspective on preparing for a transaction, understanding your firm’s value and evaluating potential partners with your long-term goals in mind. If you’re attending, we hope you’ll join the conversation.

As wealth grows, financial lives can become more complex. As multiple accounts, insurance policies, estate documents and related decisions compound, it can get harder to see how everything fits together. A consolidation checklist can help bring the bigger picture into focus, making it easier to understand what you have and identify where gaps or overlaps may exist. Learn how to organize your financial life and simplify the bigger picture. https://bit.ly/4xCL1j2

What makes an internship worth choosing? For our 2026 interns, it was the opportunity to contribute, learn from people invested in their growth and experience the work up close from the start. And for many, that promise of meaningful experience was something they quickly found at Mariner. Interested in a Mariner internship? Learn more: https://bit.ly/4r6uK3t

The risks that matter most are often the ones you haven’t had to think about yet. In this episode of Your Life Simplified, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey discuss how to look across your financial life with fresh eyes, understand where you may be exposed and make sure the protection you have in place fits the life you’re building. Listen to the podcast now. https://bit.ly/4Al1zOs