Chad Keeler and Brock Rouch, brothers-in-law who managed $380 million at Morgan Stanley in Casper, Wyoming, have created Platte River Private Wealth and affiliated with LPL Financial through its platform for breakaway brokers.
Keeler, who began his career at Wells Fargo Advisors in 2008, had been with Morgan Stanley since 2011. Rouch joined Morgan Stanley in 2015.
RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.
The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.
Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.
“The evidence in this case was overwhelming,” says an attorney.
The move marks the culmination of a decade-long journey for the new leader at the Ohio-based RIA and Natixis affiliate firm.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market
