« Staff Listing

Joe Duran

Joe Duranhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=jduran&maxw=220&cci_ts=20170529190354

Recent Articles


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


Winners and losers in the murky DOL fiduciary rule implementation

Feb 21, 2017

The rule is well past the tipping point, and the industry is forever changed regardless of the rule change

Facebook challenge 2017: Moving beyond money

Jan 17, 2017

Clients want us to spend less time talking about money and more time discussing their lives

Lessons from Google: How advisers can maintain relevance in a changing world

Dec 12, 2016

The financial services industry must engage clients on their terms and where they live