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Joe Duran: Mediocre management is quietly killing great RIAs

Why independent RIAs need the courage to rebrand - and how to do it right

Solving the RIA Puzzle: Leadership, Platforms, and the Missing Layer

Why advisors are failing at organic growth featuring Joe Duran

A Strong C-Suite Is The Cornerstone For RIA Growth

Joe Duran: RIA owners have 3 ways to turn equity into cash

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News you need to know

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

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

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A POV you can use

AI is Coming for Wealth Management - Are You Ready to Rise?

In this Rise Up! Webinar, the Rise Growth Partners® team cut through the hype to discuss how AI is already reshaping leadership, platforms, and growth strategies for registered investment advisors (RIAs).

Episode 7: Mediocre Management is Quietly Killing Great RIAs

In this episode, Joe Duran, Managing Partner and Jennifer Geoghegan, CMO of Rise Growth Partners® discuss the issue of underperformance in some management teams, emphasizing the need for accountability, effective leadership, and a culture that prioritizes quality over mere loyalty.

Episode 6: Why Mega-RIA Firms are No Different than Wirehouses

In this episode, Jennifer and Joe discuss why most of the mega-RIA firms today are increasingly indistinguishable from national wirehouses.

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