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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=20190617013915

Recent Articles

GoldenStateWarriors-Main

Winning in a crowded field

May 28, 2019

What the Golden State Warriors' success can teach advisory firms

2019IandISummit-Main

Learning from the 2019 innovators

May 3, 2019

Innovation in financial advice goes well beyond technology

DataWebDigital-Main

When Envestnet and Apple pivoted

Apr 5, 2019

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

Futuremoneymagic-Main

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

plans-Main

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

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

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