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

Will Armenta, an Opto co-founder and advisor to Joe Lonsdale's VC fund, has joined Rise Growth Partners as a managing director.

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DeVoe: Minority Deals on the Decline

Despite the proliferation of minority buyers in the RIA marketplace, the number of minority deals has declined over the last couple years.

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Creative Planning Closes on Acquisition of Goldman Sachs PFM

The new United Capital is born, with $20 billion in total assets, 125 advisors and its own ADV and management team.

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Duran's Rise Growth hires Terri Kallsen as managing partner

Rise Growth Partners has hired Terri Kallsen as managing partner and senior operating adviser, the firm said Monday.

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Rise Growth Partners Appoints Terri Kallsen as Managing Partner and Senior Operating Advisor

Rise Growth Partners Appoints Terri Kallsen as Managing Partner and Senior Operating Advisor
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