Articles
Joe Duran: Independent mega-RIAs are starting to look like wirehouses
In this guest column, Rise Growth Partners' Joe Duran observes that the largest, most acquisitive RIAs have become strikingly similar to the traditional brokerage businesses they initially sought to disrupt.
Joe Duran
Executive Managing Partner
Joe Duran: RIA owners have 3 ways to turn equity into cash
In this guest column, Rise Growth Partners managing partner Joe Duran pulls from his own experience to help wealth management executives determine which monetization method is right for them.
Joe Duran
Executive Managing Partner
Opinion: How RIAs can become ‘lighthouse brands’
In this guest column, Rise Growth Partners managing partner Joe Duran gives a lesson on how RIAs can build a brand that sets them apart from the competition.
Joe Duran
Executive Managing Partner
Joe Duran: What RIA acquirers can learn from 'The Three Little Pigs'
In this guest column, Rise Growth Partners executive managing partner Joe Duran breaks down three preeminent acquisition and integration strategies in the RIA ecosystem, and explains how some are more susceptible to 'wolves' than others.
Joe Duran
Executive Managing Partner
High-Growth RIAs Seeking Exponential Growth Need Partners Who Have Mastered the Art of Scale
In recent years, there has been a significant influx of private equity capital into the registered investment advisor (RIA) sector.
Darius Mirshahzadeh
Co-Founder and Managing Partner
The AI invasion has begun, and we are not ready
To survive, advisors must use the technology as an ally, says columnist Joe Duran.
Joe Duran
Executive Managing Partner
Joe Duran: These 4 pillars are the ‘SOUL’ of organic growth
Rise Growth Partners managing partner Joe Duran offers a framework RIAs can use to boost their organic sales while staying true to their independent fiduciary ethos.
Joe Duran
Executive Managing Partner
Joe Duran: Keys to success in ‘phase three’ of wealth management's evolution
The first in a new series of columns from Rise Growth Partners executive managing partner Joe Duran evaluates the RIA industry’s evolution and lays out strategic action that independent firms can take to stay competitive.
Joe Duran
Executive Managing Partner
Spotlighting and serving an overlooked segment: The very high net worth
How can registered investment advisors effectively serve this group of clients?
Joe Duran
Executive Managing Partner
Joe Duran: Three keys to building a leading RIA brand
The latest column from the executive managing partner of Rise Growth Partners aims to define the abstract concept of company culture and suggests ways RIAs can optimize their culture to forge a consistent and successful brand experience.
Joe Duran
Executive Managing Partner
