Mariner Partners With Cariloop to Reach 63 Million U.S. Caregivers
Updated
Updated · USA TODAY · Jul 18
Mariner Partners With Cariloop to Reach 63 Million U.S. Caregivers
1 articles · Updated · USA TODAY · Jul 18
Summary
Mariner said its new Cariloop partnership will give clients and employees support with healthcare, long-term care and complex caregiving decisions, extending the firm's services beyond investing and estate planning.
Cariloop provides professional coaching, caregiving tools and a vetted provider network, including help finding insurance-accepting companies, locating caregivers, contacting Medicare or long-term-care insurers, and navigating special-education plans.
The move targets a large need: more than 63 million Americans are caregivers, and nearly one in three supports both a parent and a child, creating pressures that can reshape retirement, estate and long-term financial plans.
Mariner says uptake has already exceeded expectations, underscoring how wealth advisers are shifting from transactional investment roles toward broader, holistic support during clients' major life changes.
With AI mastering financial data, what single human skill will ensure a financial adviser’s survival?
Are surging 'life coach' fees for advisers a real value-add or just a clever marketing ploy against AI?
When your adviser is your confidant, where is the ethical line between financial guidance and risky life coaching?
Mariner and Cariloop’s 2026 Alliance: Transforming Financial Services to Support 59 Million U.S. Caregivers
Overview
In July 2026, Mariner, a leading financial services firm, partnered with Cariloop to enhance support for clients and associates facing caregiving challenges. This collaboration gives Mariner’s associates and eligible clients access to Cariloop’s Caregiver Support Platform®, offering professional coaching and specialized tools to help families manage complex caregiving situations. The partnership reflects Mariner’s strategic vision to deliver holistic value, recognizing the strong link between financial well-being and family health decisions. By evolving their services, Mariner aims to support clients during life’s most significant moments, aligning with industry trends toward comprehensive, personalized guidance.