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Marty Bicknell

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 · 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 · Sep 11Mariner's $175M bot bet is a headcount purchase
practice · 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
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