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Joe Duran

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Recent Articles

PracticeManagement-Main

Flash crash: The value of advisers in coping with uncertainty

Feb 14, 2018

The key isn't building a financial plan for clients but amending the plan as life unfolds.

Bitcoin-Main

How bitcoin and blockchain will change the world

Jan 25, 2018

Digital currencies are the future of money, but bitcoin probably isn't the ultimate winner.

race-bike

The biggest losers and winners of 2017

Jan 2, 2018

Independent advisers and investment clients fared much better than the DOL rule and robo platforms

city-elevator-growth

Three big effects of the shifting broker protocol

Dec 13, 2017

More firms will exit the protocol as technology changes the game, and clients will reap the rewards

Win-metal

An American Thanksgiving

Nov 21, 2017

The differences between my adopted country and my home country offer lessons for leaders at advisory firms

Bear-Market

Prepare clients for the terror of falling markets

Oct 30, 2017

Clients with several years of savings can ride out a decline and participate in the following recovery

street

If a GPS app can fail, so can fintech

Oct 9, 2017

Indispensable advisers know how to overcome the three biggest pitfalls of technology

coming-Main

The role of an adviser when the unexpected happens

Sep 19, 2017

Remember these three important things when helping clients navigate unplanned life events

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