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Joe Duran

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Joe Duranhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=jduran&maxw=220&cci_ts=20190216014705

Recent Articles

InnovationMoneyGrow-Main

The innovation challenge: What's holding you back?

Jan 28, 2019

If you evolve yourself faster than everyone else, you give your firm a massive competitive advantage

BigGiant-Main

Biggest events for advisers last year

Dec 28, 2018

Key news for the wealth management industry included the Edelman-Financial Engines merger, the Focus Financial IPO and the seller's market in RIAs

YoungerClientsNextGen-Main

Stop asking for referrals. You're better than that

Dec 3, 2018

Offer your help, rather than asking for a referral, and make that offer to people with whom you have a genuine connection

GEIllo-Main

Learning from the woes of Sears, General Electric

Nov 6, 2018

Instead of continuing to think big, both companies dismissed the competitive forces that were chipping away at their business models

IdeaTechnologyFintech-Main

Is artificial intelligence the next bitcoin?

Oct 12, 2018

While AI is far away, machine learning has arrived — but few advisory firms have the data needed to make use of it

CityElevatorGrowth-Main

The trillion dollar club: How to be a growth superstar

Sep 11, 2018

Here's what great growth firms know: There's no better time to change than when everything is going well

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