Not All RIA Consolidation Is Created Equal: Joe Duran

Published on July 7, 2025

The Rise Growth Founder discusses how fast growth impedes "real integration" and who might buy Edelman Financial Engines.

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JPMorgan to Cut Another 88 Jobs in Jersey City

July 7, 2025
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Compliance Relics: The Case Against PDFs and Screenshots

July 7, 2025
As communications become more dynamic and digital interactions more complex, static captures are increasingly out of step with the needs of modern compliance and the expectations of U.S. regulators.