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Joe Duran

Recent Articles

Don't be left behind by robo revolution

Mar 23, 2015

Entrance of big players like Schwab will accelerate changes in the way financial advice is delivered to consumers

Fidelity's acquisition of eMoney Advisor could be a watershed moment for the advice industry

Feb 9, 2015

Independent advisers might look at this deal as a 'canary in the coal mine moment'

The Super Bowl ending and what you can learn from it

Feb 3, 2015

Three lessons about making decisions under pressure gleaned from the epic conclusion to Super Bowl XLIX

Clash of the titans: Bionic advisers vs. robo-advisers

Dec 4, 2014

Robos will force a change in the financial landscape, especially in pricing and democratization of knowledge, but they won't necessarily be the winners of the new era

Hard truths for bosses: When you're the problem, not the solution

Nov 20, 2014

United Capital's CEO on how to remove old biases, tear down the walls and reject old habits.

Big 3 business catastrophes: How to cope with a shock to the system

Oct 30, 2014

We can all be blindsided by scary surprises, which aren't usually conveniently aligned with what we prepare for. But we can be.