Marty Bicknell takes a machete to Montage, Mariner Holdings and FirstPoint and carves out a $25-billion RIA and near $1 billion of capital

RIABiz
Written By Eva Selig
Eva Selig
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Peter Mallouk goes inorganic with first M&A deal as he raises the bar on growth objectives for Creative Planning
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Determined to out-Joe-Duran Duran's United Capital, Dave Welling moves his $12B roll-up's HQ to Denver