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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=20190825195412

Recent Articles

AheadFutureForecast-Main

Why we sold to Goldman Sachs

Aug 12, 2019

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

MusicHeadphonesIllo-Main

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

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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

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