Skip to content
Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
person

Marty Bicknell

Mariner Wealth Advisors · Reported Oct 6
In network coverage since August 14, 2026 · 8 stories
Network coverage
M&A

Mariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x

The fungible add-on lifts Mariner's first-lien term loan B to $1.3 billion from $1.16 billion; S&P and Moody's say ratings are unaffected.
Practice management · Oct 6Mariner CEO Marty Bicknell budgets $175M for 700 AI bots over five years
RIA · Sep 21Mariner's $175 million bot budget bets on integration over the next deal
RIA · Sep 11Mariner's $175M bot army is an integration budget
Practice management · Sep 11Mariner's $175M bot bet is a headcount purchase
Practice management · Aug 19Schwab ends sub-$5-million RIA referrals starting in 2027
RIA · Aug 19Schwab ends sub-$5 million referrals to RIAs in 2027
RIA · Aug 14Schwab targets $1 trillion in self-directed assets for its RIA
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.