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News, knowledge and info to help take you where you want to go.

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Bold Perspectives.

Opinion: How buyers can stand out in the crowded RIA M&A market

The wealth trap: Why feeling rich matters more than being rich

Here’s the Missing Piece in Your AI Strategy

Rise Growth Takes Strategic Stake In $3.1B AUM Cyndeo Wealth

Growth Is Personal—and That’s Why Discipline Matters

Joe Duran: 6 principles RIAs can use to build a winning culture

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News you need to know

Rise Growth Partners Backs Cyndeo Wealth Partners in Fourth RIA Investment

Terri Kallsen, CFP® Begins Board Chair Role at CFP Board

Behind the curtain of Rise Growth's trio of investments

OnePoint BFG eyes $25 billion AUM target after Chicago deal

Why Rise Growth Partners Favors Middle-Market RIAs

Rise Growth Takes Minority Stake in $4B Krilogy

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A POV you can use

Episode 17: The Wealth Trap: Why Feeling Rich Matters More Than Being Rich

Joe Duran has spent his career sitting across the table from people at every level of wealth — from families building their first $100K to those whose wealth will outlive generations. In Episode 17 of Rise Up, he tells Jennifer Geoghegan what he’s learned: satisfaction has almost nothing to do with the number, and everything to do with how people experience it. Joe walks through the real spectrum clients move through — Accumulators, High Net Worth, Very High Net Worth, and Ultra Affluent — and what actually shifts, and what doesn’t, at each stage.
 

Episode 16: Why Being a Target in M&A Can Feel Daunting for an RIA (and How to Overcome It)

Rise Growth Partners’ CMO Jennifer Geoghegan sits down with Tony Ling, Managing Partner and Head of Investments and M&A at Rise to discuss the increasingly competitive M&A landscape in wealth management.

Tony shares what has changed for RIA buyers and sellers, why successful acquisitions require more than capital, and how firms can build a thoughtful, repeatable approach to inorganic growth. From deal structure and diligence to culture fit, communication, and speed, Tony explains why M&A is both highly strategic and deeply personal — especially for founders thinking through the future of a business they’ve spent decades building.

Episode 15: The Hidden Cost of Overlooking Operational Talent in Growing Advisory Firms

In this episode, Rise’s CMO Jennifer Geoghegan sits down with Brian Shenson, Chief Operating Officer at Rise Growth Partners, to explore one of the most common — and costly — blind spots in wealth management: firms that grow fast but build their operational foundation too late. Brian breaks down the real reasons firms struggle to scale, why better tools alone won’t solve the problem, and what the best firms do differently to build a platform that supports long-term enterprise growth.

Women in Wealth - Terri Kallsen

In this episode, Phil sits down with Terri Kallsen, Board Chair of the CFP Board and a titan of the wealth management industry, to discuss the essential role of agility in leadership. From her early days at 3M to leading retail at Charles Schwab, Terri shares how a “growth mindset” and strict adherence to client-centered values have guided her through a high-stakes career. She breaks down the “endurance game” of business, drawing parallels between her experience running 21 marathons and the discipline required to scale an RIA in 2026.

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