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Joe Duran

Joe Duranhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=jduran&maxw=220&cci_ts=20190825195412

Recent Articles


Why we sold to Goldman Sachs

Aug 12, 2019

The United Capital CEO outlines the three factors that drove the transaction


What the end of iTunes teaches us about winning new clients

Jul 9, 2019

The best way to gauge how well you are positioned and whether you have a competitive offering is by measuring how many new clients you are bringing in


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


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