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Mariner Advisor Sues Avantax Over Unenforceable Agreement

New Mariner Wealth advisor Molly Nelson is suing her former employer Avantax, claiming the restrictive covenants she signed are 'unenforceable.'

United statesBrandon bermanMolly nelsonPolaris wealth advisory groupHonkamp krueger financial servicesMariner wealth advisorsAvantax planning partnersPruco securitiesAgreement ancillary client non solicitMariner wealthEdelman financial enginesMichael carignan

Edelman Presses For Lawsuit Against Mariner to Continue

Edelman Financial Engines is accusing Mariner Wealth of breaching trade secrets, while Mariner says Edelman is trying to “stifle fair competition.”

United statesMichael horneEdelman financial enginesMariner wealth advisorMariner wealthDeparted planners

This Sacramento financial advising firm was bought by a national company

The retirement of the owner has prompted the sale of Confluence Financial Planning.

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Mindy Diamond on Independence: Lessons from Steve Lockshin

AdvicePeriod and Vanilla's Steve Locksin offers his perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve clients and grow.

Steve lockshinMarty bicknell marinerLouis diamondMichael jordanLegg masonCity national bankConvergent wealth advisorsMarty bicknellMariner wealthStop advisors

35 Under 35 - 35 Under 35 :: SRQ Magazine Article by Produced by SRQ MEDIA | Photos by Wyatt Kostygan, Wes Roberts

35 Under 35

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