"Indexes are no longer telling the whole truth,” strategist Liz Ann Sonders said at the firm's annual IMPACT conference.

Barr said the SEC’s direction is clear: “They are going to be focusing on bread and butter. They are going to focus on fiduciary duty. There may be some focus, given the environment, on ESG and ...

The platform offers interest rates significantly lower than those of margin loans and is only available through advisors.

Mariner has acquired Defined Financial Planning, a San Rafael, Calif.-based registered investment adviser with about $164 million in assets under advisement, according to a press release.

Efficiency reduces errors, enhances consistency and strengthens your client relationships--all while quietly padding your margins.