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Joe Duran


Recent Articles


An American Thanksgiving

Nov 21, 2017

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


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


If a GPS app can fail, so can fintech

Oct 9, 2017

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


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