« Staff Listing

Joe Duran

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

Recent Articles


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


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


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


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


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


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.