Guy Rodgers, whose practice at Wells Fargo Financial Advisors Network managed $175 million, has affiliated with LPL Financial and will use its broker-dealer and corporate registered investment adviser platforms.
Rodgers, an attorney who began his securities career in 2008 at Edward Jones, moved to FiNet in 2016.
His firm, Guy Rodgers Private Wealth Strategies, is based in Mansfield, Texas.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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.
