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Joe Duran


Recent Articles


The role of an adviser when the unexpected happens

Sep 19, 2017

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

Book summer main

5 non-money-related books to help you (and your children) live a better financial life

Aug 17, 2017

There's still time left for end-of-summer reading


What we can learn from Amazon's acquisition of Whole Foods

Jul 17, 2017

All firms must constantly evolve, find ways to lower costs and deepen relationships with customers


3 big ideas from the brightest minds in behavioral economics

Jun 21, 2017

Most people need help confronting what they don't want to, and ongoing guidance to make the right choices


Vanguard to seize wealth management industry with its digital platform

May 30, 2017

Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years


What financial advisers can learn from Amazon

May 10, 2017

What happens when geography stops being an important buying criteria?


How technology will alter the role of human advisers in wealth management

Apr 20, 2017

Our jobs will be to optimize financial lives by applying our human perspective, our hearts and our intuition

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