Episode Notes
Are private equity-backed RIAs losing what made them successful in the first place?
Joe Duran, founder of Rise Growth Partners, joins John Manganaro on the Advisor Upside Show to discuss where wealth management is headed.
Duran shares his candid take on private equity’s role in RIA consolidation, why organic growth and brand will matter more than acquisitions over the next decade, and what separates firms that scale from those that stall.
Plus, how firms should put guardrails on AI before going agentic, and the leadership lessons Duran took from his time at Goldman Sachs.
This episode is brought to you by Fidelity.
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