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Sunday, October 4, 2026The Morning Brief →Sign in
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Marty Bicknell

In PWD coverage since August 14, 2026 · 6 stories
PWD coverage
RIA

Mariner's $175 million bot budget bets on integration over the next deal

Bicknell is buying 700 bot-equivalents to speed the onboarding and conversion work that decides whether RIA acquisitions pay off.
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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