Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence, the impact of signing on to the firm’s retire-in-place program, their age as a competitive advantage and much more.
A year after announcing it would leave Raymond James and restructure from an OSJ to a hybrid, multi-custodial RIA, Concurrent says it recruited more than $1 billion in assets and added Schwab as a custodian.