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Joe Duran


Recent Articles


Always be closing? The end of selling

Jun 12, 2018

Financial advisers should be explaining how they can help clients, rather than pushing products on them


What one thing would you do to assure your firm is competitive for the next decade?

May 22, 2018

Wealth managers don't pay enough attention to the client experience they're providing


3 insights on the Financial Engines-Edelman combination and how it might affect you

May 3, 2018

The combined company is likely to become a nationally dominant firm


A visit to India and the world's largest startup

Apr 19, 2018

Telecom Jio, one of the fastest-growing companies ever, has lessons to teach all businesses


How advisers can hold on to their clients despite Vanguard's broadening reach

Mar 13, 2018

First the company added a robo, and now it's beefing up its product offerings with factor-based index ETFs


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.


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.


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

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