Matthew Murphy and Rebecca Baker, who managed $770 million at UBS in Montgomery, Alabama, as Longleaf Wealth Management, have created Marble Wealth and will use the services of Sanctuary Wealth, an Indianapolis-based hybrid.
Joining the advisers as a partner and the firm’s chief investment officer is Adam Rogers, who previously served as portfolio manager at The Retirement Systems of Alabama.
Dustin G. Hatfield will serve as senior wealth associate at Marble Wealth
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.
UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth.
Goldman Sachs' new private credit fund aims to bring alternatives to 401(k) plans, joining a wave of asset managers targeting the DC market.
Don't miss your chance to be honored among the industry's best
With 102 transactions logged in the three-month period up to June, Echelon Partners is projecting a new banner year for dealmaking across the industry.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
