Mariner Wealth Advisors Adopts State Street’s Charles River Wealth Platform to Fuel Ambitious Expansion
“In a strategic move to support its aggressive growth targets, Mariner Wealth Advisors has selected State Street’s Charles River Wealth Management Solution as its centralized technology platform. The partnership aims to streamline operations for the firm’s current network of over 2,080 advisors while building a scalable foundation capable of accommodating expansion to 5,000 advisors. With … Read more