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Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms.
Leaders from major RPA record keepers gathered to discuss during a think tank and roundtable discussions at the 2023 WealthManagment.com Industry Awards
The ninth annual awards were held on Sept. 7 at the Ziegfeld Theater in New York City, honoring 80 companies and executives in the wealth management space.
Wolfsen will take over CEO Eric Clarke's role in mid-October. Meanwhile, AssetMark has named Michael Kim, president and chief client officer, as its new chief executive.
RIAs using the platform will be able to create white-label fund strategies including on private credit, equity, real estate, venture capital and infrastructure investments for high-net-worth and ultra-high-net-worth clients.