In The News

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 Partners Acquires Minority Stake in Krilogy to Accelerate Growth, Talent Development and Advisor Succession Planning

Rise Growth Takes Minority Stake in $4B Krilogy

Joe Duran’s Rise Growth Partners stakes $4bn St. Louis RIA

Wealth Management Veteran Joe Duran: Here Are the Forces Changing the RIA Landscape

Joe Duran-backed $12 billion RIA Bleakley rebrands as OnePoint BFG Wealth Partners

Not All RIA Consolidation Is Created Equal: Joe Duran

Rise Growth-Backed Bleakley Rebrands to OnePoint BFG Wealth Partners

$13bn Bleakley adds ClientWise CEO to board

$10B Bleakley Adds Advisor Coach Ray Sclafani to Board of Directors

Bleakley Financial Group Expands Equity Partnership, Adds Advisors and Surpasses $1 Billion in Net New Assets in Q1 2025

Bleakley Financial Group Expands Nationally with the Addition of Two Advisory Teams from Northwestern Mutual

‘We are in growth mode’: Bleakley nabs 2 teams managing $1bn

Minority RIA Investors Seek to Offer Financial Backing That Doesn't Impede on Independence

Bleakley Financial Group Expands Equity Partnership, Adds Advisors and Surpasses $1 Billion in Net New Assets in Q1 2025

Rise Growth-Backed Bleakley Transitions 80% of AUM to Equity Partnership

Pathfinder Winners On How Our Industry Is Serving Women Clients

WSR Pathfinder Awards – Top Women Industry Leaders Of 2025

After Bleakley’s W-2 reorg, Joe Duran teases what’s next for Rise Growth Partners

Joe Duran’s Rise Growth Makes Second Investment in $5.7B Grimes & Company

Rise Growth Partners Acquires Minority Stake in Grimes & Company to Accelerate Growth and Geographic Expansion

Joe Duran: RIAs must get creative to appeal to large acquirers, PE

Rise Growth Partners Announces First Strategic Investment in Bleakley Financial Group to Propel National Expansion

Joe Duran’s Rise Growth Makes First Investment in $10B AUM Bleakley

Joe Duran announces his next venture, Rise Growth Partners

CFP Board Names Rise Growth Partners Executive as Chair-Elect

Joe Duran’s Rise Growth hires ex-Focus marketing head, M&A czar from PE shop

How Joe Duran Plans to Boost RIAs' Growth

Rise Growth Partners Adds Industry Veteran Executives Jennifer Geoghegan and Tony Ling

Company Announces $250 Million PE Backing to Buy RIAs

Joe Duran to Launch Rise Growth Partners

Joe Duran’s New Firm Aims to Help RIAs Scale Up

Joe Duran secures $250m from PE firm Charlesbank for new RIA investing biz

Rise Growth Partners secures $250M to invest in mid-market RIAs

Charlesbank invests in investment advisors’ financial partner Rise Growth Partners

Joe Duran’s Rise venture secures $250 million PE backing

Duran’s Rise Growth Partners Raises $250M

WSR Honors The COO 5: Top Wealth Management COOs

The Biggest Gaps in RIAs Today: Joe Duran

Joe Duran details his next venture at Future Proof

Joe Duran to launch minority RIA investing vehicle Rise Growth Partners in 2024

Joe Duran eyeing $200m from one sponsor for new RIA investing business

Joe Duran Unveils New Venture

The latest in financial #AdvisorTech – September 2023

Joe Duran’s Next Gig? Fueling Growth of Ignored RIA Segment

Here’s the Missing Piece in Your AI Strategy

Joe Duran’s Rise Growth Partners Invests in $3.1 Billion Florida Wealth Management Firm

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