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.
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.
