Mariner Wealth Advisors

10/26/2026

As wealth management firms adapt to new technology, how can they ensure their client relationships remain a high priority?

At Schwab IMPACT, Chief Executive Officer Marty Bicknell will explore this and other questions across two conversations: one about using AI to expand capacity, and another on developing future leaders to support long-term continuity.

If you’re attending, we’d welcome the opportunity to connect and exchange perspectives.

10/22/2026

As life changes, your financial picture can become more complex.

Having the right guidance can help bring your priorities together and make the path forward feel clearer.

See how Mariner helps make the complex feel more manageable at mariner.com

10/20/2026

Even the most thoughtfully constructed estate plans can be derailed by small details.

A beneficiary designation may be outdated. An account may be titled differently than intended. A change in family circumstances may not be reflected in your documentation.

Estate Planning Awareness Week is a timely reminder to consider whether your plan still aligns with your wishes and circumstances.

Learn more.

https://bit.ly/4hXNRtR

10/19/2026

The future of wealth management is shaped by the people at the table and the perspectives they bring to the conversation.

That’s why it’s important to create more opportunities for women to take part in discussions around wealth, leadership and financial matters.

We’re proud to be joining these conversations at “Where Are the Women?” and look forward to connecting with others who will be there. If you’re attending, be sure to say hello!

10/16/2026

A fuller life often starts with knowing what you’re really working toward.

In this episode of Your Life Simplified, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey talk with Michael Balchan, CEO and head coach of Heroic, about the growing connection between financial advice and coaching. Together, they explore how energy, work and relationships shape the life people are trying to build, and why meaningful progress often starts with understanding what you really want.

Listen to the podcast now.

https://bit.ly/4eiMm75

10/15/2026

How much of your business relies on your availability?

If every key customer relationship, critical process or important decision depends on your input or approval, you might consider taking steps to build more continuity across your team.

Learn how a 12-month owner dependence audit can help your business run more smoothly when you’re unavailable.

Explore a 12-month audit for reducing owner dependence, strengthening your team and helping your business run more independently.

10/14/2026

A tax decision you make today could affect your Medicare premiums two years from now.

For higher-income households, Roth conversions, capital gains and other income decisions can have a longer-term impact on Medicare costs. Looking ahead can help you understand those potential costs before they show up.

Learn how to plan for future Medicare premiums.

Learn how today’s income, Roth conversions and capital gains can affect future Medicare premiums—and what to consider when planning.

10/13/2026

Growth can create new opportunities for an RIA, and new questions about how to scale operations while maintaining the qualities that helped build the firm in the first place.

We’re looking forward to those conversations at RIA Edge, where Rob Sandrew will participate in a roundtable about growing your firm and a panel discussion about vetting potential business partners.

If you’re attending RIA Edge, be sure to say hello!

10/09/2026

What if stronger economic growth is changing the outlook for businesses, investors and households?

In his latest commentary, Chief Economist Bill Greiner examines the forces behind the current growth environment and gives his take on what this period could mean for the economy and financial markets.

Read more.

Explore what stronger economic growth, sticky inflation and rising interest rates could mean for corporate earnings and household income.

10/08/2026

What should investors be watching as markets head into the final quarter of the year?

In his latest commentary, Chief Investment Strategist Jeff Krumpelman examines the economic fundamentals supporting markets, the recent rise in long-term interest rates and what higher borrowing costs could mean for businesses and investors.

He also considers what the upcoming midterms could mean for market volatility, and why election outcomes are often difficult to translate into investment decisions.

Read more.

Explore the October 2026 market outlook, including rising interest rates, midterm elections, corporate earnings and diversification.