Fa-mag.com Terms and Conditions of Use
Fa-mag.com is a news and information service from Charter Financial Publishing Network("Financial Advisor"). By using Fa-mag.com, you agree to be bound by all of the terms in this Terms and Conditions agreement. If you do not fully agree with this Terms and Conditions Agreement, do not use Fa-mag.com. Your failure to follow this Terms and Conditions Agreement may result in termination of your access to Fa-mag.com by Financial Advisor, without notice and in addition to any other remedies available to Financial Advisor.
Financial Advisor may change the terms in this Agreement at any time. When the terms are changed, Financial Advisor will notify you by posting a notice on Fa-mag.com, and the changes will appear in this document. By using Fa-mag.com after any change in the Agreement is posted, you agree to be bound by all of the changes as well.
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Portfolio Manager Insights
Inside the current issue
by Eric Rasmussen
Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.
Adding new clients must be a responsibility of professionals in a firm.
Sometimes, the relationship has run its course or your work is done.