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
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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