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
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
