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At an industry conference in Miami, minority investors touted the chance for smaller RIAs to cede a stake in return for support but not control.
Joe Duran’s Rise Growth Makes First Investment in $10B AUM Bleakley
The more than $50 million investment in Bleakley will help the hybrid RIA launch an equity ownership program for its advisors and enter the M&A game.
Joe Duran: RIAs must get creative to appeal to large acquirers, PE
At Citywire RIA’s CIO Summit in Austin, the managing partners of Rise Growth Partners discussed how RIAs can differentiate themselves in an increasingly saturated M&A marketplace.
A POV you can use
Episode 1: Lighthouse Brand | Full episode
In this episode, Jennifer and Joe dive deep into the art of building a lighthouse brand—a brand that doesn’t just exist but leads with passion, consistency, and purpose.
Episode 2: The Three Little Pigs
In this episode, Jennifer and Joe dive into the emerging trend of mega firms in the wealth management industry.
Episode 3: Winning in 2025
In this thought-provoking discussion, Joe dives deep into the evolving world of wealth management, offering valuable insights into how advisors can stay ahead in a rapidly changing industry.
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If you want to build something extraordinary – or are dreaming about what could be – let’s talk. We’d love to hear where you want to go, and discuss how we can help get you there. It’s better together.
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