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Former WEG COO Joins Joe Duran's New Company

Joe Duran has tapped Terri Kallsen, former WEG and Schwab exec, to join

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How Joe Duran Plans to Boost RIAs' Growth

His new venture, Rise Growth Partners, will start with a small group of firms in 2024.

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A post-event roundup of wealth management fest Future Proof 2023

A post-event roundup of wealth management fest Future Proof 2023
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Joe Duran Unveils New Venture | ThinkAdvisor

The former United Capital founder and CEO plans to launch Rise Growth Partners in 2024.

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Joe Duran's New Firm Aims to Help RIAs Scale Up

Joe Duran's New Firm Aims to Help RIAs Scale Up
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