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Joe Duran

Joe Duranhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=jduran&maxw=220&cci_ts=20190617013915

Recent Articles


Winning in a crowded field

May 28, 2019

What the Golden State Warriors' success can teach advisory firms


Learning from the 2019 innovators

May 3, 2019

Innovation in financial advice goes well beyond technology


When Envestnet and Apple pivoted

Apr 5, 2019

What you can learn from the way these companies have evolved their business models


Growth is a must, but watch out for the trap

Mar 19, 2019

In our rapidly evolving world, what was good enough for a business yesterday is not good enough today


Making a resolution (and a plan) that is built to last

Feb 19, 2019

Many financial plans are flawed because advisers don't get enough clarity about the intention and purpose behind people's priorities


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


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


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