Articles

Spotlighting and serving an overlooked segment: The very high net worth

How can registered investment advisors effectively serve this group of clients?

Joe Duran

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

Joe Duran

Executive Managing Partner

For growth oriented, middle market RIA with 1B to 5B looking for growth capital and an experienced partner.