Articles
Opinion: How buyers can stand out in the crowded RIA M&A market
In this guest column, Rise Growth Partners managing partner Tony Ling explores how focus and intentionality can separate successful acquirers from the rest in an increasingly competitive market.
Tony Ling
Managing Partner
Are You Running a Family or a Team?
One choice will define your firm's future.
Joe Duran
Managing Partner
The wealth trap: Why feeling rich matters more than being rich
Clients' everyday realities, anxieties, and aspirations naturally change as they go up the wealth scale – and that has profound implications for advisors helping them find what "enough" really means.
Joe Duran
Managing Partner
Here’s the Missing Piece in Your AI Strategy
It’s tempting to blame the technology when AI strategies fail, but the harder truth is that the organization wasn’t ready.
Jack Morgan
VP, Head of AI
Joe Duran’s Rise Growth Partners Invests in $3.1 Billion Florida Wealth Management Firm
Along with Dynasty Financial Partners, Rise seeks to help Cyndeo Wealth Partners become one of the biggest registered investment advisory firms in the Southeast.
Joe Duran
Managing Partner
Joe Duran's Rise Growth Partners expands to Florida with Cyndeo Wealth deal
Rise's fourth non-control minority staking deal puts it alongside Dynasty Financial Partners as a strategic partner in the $3.1-billion RIA's continued growth.
Joe Duran
Managing Partner
Rise Growth Takes Strategic Stake In $3.1B AUM Cyndeo Wealth
Rise Growth Partners, the private equity venture launched by Joe Duran, has taken a strategic minority investment in Cyndeo Wealth Partners, an independent registered investment advisor with about $3.1 billion in assets under management.
Joe Duran
Managing Partner
Growth Is Personal—and That’s Why Discipline Matters
Business growth for advisors isn’t about collecting as many clients as possible. It’s about building momentum with the right people.
Joe Duran: 6 principles RIAs can use to build a winning culture
Rise Growth Partners managing partner Joe Duran advises that RIA operators employ recent insights from McKinsey & Co. to be better leaders and outperform competitors.
Joe Duran
Managing Partner
From Chaos to Clarity: How to Shift From Uncertainty to Hopeful Momentum
There’s nothing as certain as uncertainty. No one escapes it. Whether you’re in a slump, facing a business downturn, or simply feeling stuck in life, uncertainty can shake your confidence and cloud your thinking.
Phil Jacobson
Managing Director
Opinion: Too many wealth managers are measuring the wrong things
Rise Growth Partners managing partner Joe Duran urges RIA leaders to encourage actions and inputs that drive long-term success rather than rewarding outcomes they can't control.
Joe Duran
Managing Partner
If ChatGPT Were an Employee, It’d Get Fired
As AI assumes more tactical responsibilities, the advisor’s value is shifting.
Terri Kallsen
Managing Partner
Joe Duran: Mediocre management is quietly killing great RIAs
By the time you recognize underperforming leadership, the damage is already systemic.
Joe Duran
Managing Partner
Why independent RIAs need the courage to rebrand - and how to do it right
A brand that no longer represents who you are - or worse - holds you back from attracting talent or growing your client base, isn't serving your future. And while it takes courage to rebrand, it's also one of the most strategic investments a firm can make.
Jennifer Geoghegan
Chief Marketing Officer
Solving the RIA Puzzle: Leadership, Platforms, and the Missing Layer
Kyle Van Pelt, CEO and Co-Founder of Milemarker (https://milemarker.co), speaks with Brian Shenson, Managing Partner and COO at Rise Growth Partners. With experience spanning Schwab, BCG, and now Rise, Brian unpacks what it takes to build scalable, advisor-friendly platforms that drive growth without losing sight of human connection and cultural alignment.
Brian Shenson
Managing Partner,
Chief Operating Officer
Why advisors are failing at organic growth featuring Joe Duran
n this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen.
Joe Duran
Managing Partner
A Strong C-Suite Is The Cornerstone For RIA Growth
Founder-Led RIAs Must Build Out A Leadership Bench In Alignment With Their Goals And Needs
Terri Kallsen
Managing Partner
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
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
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
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
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
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
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
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
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
Managing Partner