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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.
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.
