« Staff Listing

Joe Duran

Joe Duranhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=jduran&maxw=220&cci_ts=20170328115712

Recent Articles

Joe Duran-Main

When machinery makes financial advisers' work obsolete

Mar 27, 2017

Staying current and reinventing ourselves will need to happen more often now than it has in the past


Winners and losers in the murky DOL fiduciary rule implementation

Feb 21, 2017

The rule is well past the tipping point, and the industry is forever changed regardless of the rule change

Facebook challenge 2017: Moving beyond money

Jan 17, 2017

Clients want us to spend less time talking about money and more time discussing their lives

Lessons from Google: How advisers can maintain relevance in a changing world

Dec 12, 2016

The financial services industry must engage clients on their terms and where they live

Presidential election is a warning shot to financial services industry

Nov 23, 2016

Clients want their priorities taken care of in a non-conflicted way and want to be empowered to make better financial choices

Leadership insights from former President George W. Bush

Nov 3, 2016

#43 tells it like it is