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.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
