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Joe Duran

Recent Articles

Are your clients as wealthy as they are rich?

Apr 8, 2015

3 questions about their clients' goals advisers need to consider

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