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 looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
