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Duran's Rise Growth Hires Head of Advisory Partnerships

Stacy Coffey, a former senior vice president of wealth strategies at Wealth Enhancement Group, will lead advisor partnerships at Rise Growth Partners. ....

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Joe Duran's Rise venture secures $250 million PE backing

Joe Duran's Rise venture secures $250 million PE backing
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Duran's Rise Growth Raises $250M from Charlesbank

Private equity firm Charlesbank, which also owns a stake in Lido Advisors, will be a majority owner of Joe Duran's Rise Growth Partners. ....

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Despite Some Misses, Future Proof Conference Continues to Innovate

Gathering of financial advisors is bold and different, but not everything worked. ....

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Joe Duran to Launch Rise Growth Partners in Early 2024

Joe Duran has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national platforms. ....

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