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30 percent of management’s time should focus on organic growth, Duran says
Entrepreneur kicks off InvestmentNews’ RIA Activate with message to business leaders before industry executives discuss how to attract NextGen advisors.
Spotlighting and serving an overlooked segment: The very high net worth
How can registered investment advisors effectively serve this group of clients?
99.9 percent of RIAs are ‘monkey see, monkey do’: Joe Duran
The RIA industry faces challenges related to changing demographics and rising expectations, Duran says.
Joe Duran’s Rise venture secures $250 million PE backing
Industry pioneer says there's already a ‘massive desire’ – and a $220 billion pipeline – for firm's plan to help fuel the next generation of RIAs.
Duran’s Rise Growth hires Terri Kallsen as managing partner
Kallsen most recently served as COO of Wealth Enhancement Group.
The latest in financial #AdvisorTech — September 2023
This month’s highlights include WiserAdvisor’s acquisition of IndyFin, Joe Duran’s new venture, and Onramp Invest’s acquisition by Securitize and what that suggests about advisors’ interest in recommending cryptocurrencies to clients.
Joe Duran details his next venture at Future Proof
Entrepreneur says Rise Growth, a firm that will provide funding and strategies for the next generation of national RIAs, will launch in 2024.
Joe Duran returning to the RIA game
Duran's United Capital sold to Goldman Sachs in 2019 for $750 million in cash.
Joe Duran’s Goldman two-step: Exiting as partner, staying to consult
As a consultant, Duran will focus on Goldman’s effort to become a leading custodian to RIAs, working with the head of Goldman’s RIA offering, Padi Raphael.
Joe Duran’s plan for Goldman Sachs advisers: Q&A
After its acquisition in July 2019, United Capital became Goldman Sachs Personal Financial Management division, combining the then-RIA’s emphasis on getting personal with the Wall Street bank's 150-year legacy. The Personal Financial Management unit is growing via acquisitions and Joe Duran outlines how advisers can benefit.
Joe Duran was offered a slice of pie in Goldman deal. So he took it
United Capital's CEO says the roaring stock market and a desire to hit a 2020 deadline for sale informed the decision to sell.
Joe Duran has a game plan, and anyone can play
The CEO of United Capital built a formula for holistic financial planning that any firm can tap into — for a price.
