Lifestyle

Wealth Management Veteran Joe Duran: Here Are the Forces Changing the RIA Landscape

Joe Duran is back to being an entrepreneur: After building and then selling United Capital, a large registered investment advisor, to Goldman Sachs in 2019—and joining Goldman as a partner—he launched Rise Growth Partners, which he calls “a McKinsey-slash-private-equity investor,” last year. Speaking with Barron’s Advisor, Duran describes the target clients of Rise, which has […]
  • maskobus
  • Aug 18, 2025
Tech & Digital

Uniting Ultra-Rich Philanthropists: Inside Iconiq, the Wealth Firm Backed by Mark Zuckerberg

The Evolution of Philanthropy: Addressing Modern Challenges Philanthropy is currently navigating a tumultuous landscape as new tax-and-spending legislation targets wealthy donors while simultaneously impacting essential social safety net programs. Amidst these challenges, Iconiq Capital, a prominent wealth management firm known for its high-profile clients including tech leaders, is pioneering a transformative model of charitable giving. […]
  • maskobus
  • Jul 11, 2025