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Joe Duran Rise Growth Partners RIA news

Duran's Rise Growth Partners Raises $250M Duran's Rise Growth Partners Raises $250M

Private equity firm Charlesbank, which also owns a stake in Lido Advisors, will be a majority owner of the firm; the capital will be used to invest in Rise Growth's targeted RIAs.

byDiana Britton, Managing Editor

Feb 1, 2024

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1 Min Read

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Industry News & Trends

Mariner Wealth Comes Under Fire In Courts Mariner Wealth Comes Under Fire In Courts

byPatrick Donachie

Jan 31, 2024

1 Min Read

Bluespring Chairman Stuart Silverman RIA news

Kestra’s Bluespring Buys $500M Virginia RIA Kestra’s Bluespring Buys $500M Virginia RIA

Jan 31, 2024

1 Min Read

Ritik Malhotra, co-founder of Savvy Wealth RIA news

Savvy Wealth Introduces Investment Management Capabilities Savvy Wealth Introduces Investment Management Capabilities

Jan 30, 2024

1 Min Read

Focus Financial Office

Focus Financial Adds Two Partner Firm Execs to Senior Leadership Focus Financial Adds Two Partner Firm Execs to Senior Leadership

byDiana Britton

Jan 29, 2024

1 Min Read

Elements Founder and CEO Reese Harper RIA news

Elements Offers Free Service to Start-Up Firms Elements Offers Free Service to Start-Up Firms

Jan 29, 2024

1 Min Read

Luke Winskowski RIA News 49 Financial

Former Thrivent Wealth Exec Joins RIA 49 Financial

Former Thrivent Wealth Exec Joins RIA 49 Financial

byDiana Britton, Managing Editor

MAI Capital Management''s office.

RIA Roundup: MAI Acquires More Assets in January Than All of 2023

RIA Roundup: MAI Acquires More Assets in January Than All of 2023

byAli Hibbs, Reporter

Will Armenta

Joe Duran's New RIA Investment Firm Hires Opto Investments Co-Founder

Joe Duran's New RIA Investment Firm Hires Opto Investments Co-Founder

byDiana Britton, Managing Editor

DeVoe: Minority Deals on the Decline

DeVoe: Minority Deals on the Decline

byDiana Britton, Managing Editor

Prospera President and COO Tarah Williams

Industry News & Trends

Prospera Unveils Family Office Services

Prospera Unveils Family Office Services

byAli Hibbs, Reporter

$3.3B True North Advisors Lands Two Growth Capital Partners

$3.3B True North Advisors Lands Two Growth Capital Partners

byAli Hibbs, Reporter

Anthony Stich

Anthony Stich Leaves Entrustody

Anthony Stich Leaves Entrustody

byRob Burgess, Technology Reporter

Aaron Klein Joins Fynancial as Strategic Advisor

Aaron Klein Joins Fynancial as Strategic Advisor

byDiana Britton, Managing Editor

Allworth Pens First Two Deals of 2024, Adding $621M

Allworth Pens First Two Deals of 2024, Adding $621M

byDiana Britton, Managing Editor

RIA Roundup: Aptus Capital Buys LibertyFi

RIA Roundup: Aptus Capital Buys LibertyFi

RIA Roundup: Aptus Capital Buys LibertyFi

byAli Hibbs, Reporter

transaction or merger

RIA Roundup: Rockefeller Snags 26 from Merrill Lynch

RIA Roundup: Rockefeller Snags 26 from Merrill Lynch

byAli Hibbs, Reporter

captrust

Captrust Buys $770M Engrave Wealth in Houston

Captrust Buys $770M Engrave Wealth in Houston

byAli Hibbs, Reporter

The Healthy Advisor Podcast with Diana Britton

The Healthy Advisor: The Year of Health with Tina Powell

The Healthy Advisor: The Year of Health with Tina Powell

byDiana Britton, Managing Editor

Constellation Wealth Capital Adds Lido Advisors to Growing Portfolio

Constellation Wealth Capital Adds Lido Advisors to Growing Portfolio

byAli Hibbs, Reporter

deflated hot air balloon

Echelon: RIA M&A Fell in 2023

Echelon: RIA M&A Fell in 2023

byAli Hibbs, Reporter

Merrill Lynch Team Breaks Away to Launch RIA Steadmont Advisors

Merrill Lynch Team Breaks Away to Launch RIA Steadmont Advisors

byAli Hibbs, Reporter

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Constellation Stakes Perigon Wealth

Constellation Stakes Perigon Wealth

byAli Hibbs, Reporter

Oracle Private Wealth.JPG

Oracle Private Wealth Joins Summit Financial

Oracle Private Wealth Joins Summit Financial

byAli Hibbs, Reporter

Jim Nagengast Securities America

Nagengast Departure a Sign of More to Come?

Nagengast Departure a Sign of More to Come?

byDiana Britton, Managing Editor

RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati

RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati

byAli Hibbs, Reporter

Ashton Thomas

Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team

Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team

byDiana Britton, Managing Editor

Laird Norton Weatherby CEO Kristen Bauer rebranding marketing RIA news

Laird Norton and Wetherby Unite Under Single Brand

Laird Norton and Wetherby Unite Under Single Brand

byAli Hibbs, Reporter

John Pierce Cetera RIA news advisor recruiting

Cetera Head of Recruiting John Pierce to Depart Firm

Cetera Head of Recruiting John Pierce to Depart Firm

byDiana Britton, Managing Editor

Baird Recruits Edelman Advisor Managing More than $500M

Baird Recruits Edelman Advisor Managing More than $500M

byAli Hibbs, Reporter

AllianceBernstein CFO June Marks

AllianceBernstein Names Jackie Marks CFO

AllianceBernstein Names Jackie Marks CFO

byAli Hibbs, Reporter

Avise Financial co-founders Katrina Soelter and Leighann Miko RIA co-op

Avise Financial, A Technology And Services Co-Op For Advisors, Launches

Avise Financial, A Technology And Services Co-Op For Advisors, Launches

byRob Burgess, Technology Reporter

Realta Wealth COO Mark Helliker

Realta Wealth Hires New COO

Realta Wealth Hires New COO

byDiana Britton, Managing Editor

AmeriFlex CEO Tom Goodson

The AmeriFlex Group Breaks Record with 60 Recruits, $2.75B in Assets in 2023

The AmeriFlex Group Breaks Record with 60 Recruits, $2.75B in Assets in 2023

byAli Hibbs, Reporter

Greg Wilson head of retirement Goldman Sachs

Goldman Sachs Names New Head of Retirement

Goldman Sachs Names New Head of Retirement

byDiana Britton, Managing Editor