Wealthmanagement Email Newsletter: Rise Growth Partners Makes $50M+ Investment in Hybrid RIA Bleakley (August 20, 2024)


	AUGUST 20, 2024

RIA NEWS


	Joe Duran’s Rise Growth Makes First Investment in $10B AUM Bleakley

The more than $50 million investment in Bleakley will help the hybrid RIA launch an equity ownership program for its advisors and enter the M&A game.

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RIA EDGE PODCAST

Organic Growth Fuels Industry Rebound in 2023

Schwab’s Lisa Salvi shares insights from the firm’s annual benchmarking report, revealing how top-performing RIAs are driving significant organic growth amidst industry challenges.

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	10 Investment Must Reads for This Week

With the election season heating up, Morningstar looked at how the potential outcomes could affect investors. Vanguard published its most recent investment and economic outlook, which lays out its bull case for bonds. These are among the investment must reads we found this week for wealth advisors.

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Rise Growth Partners Makes $50M+ Investment in Hybrid RIA Bleakley

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