Joe Duran
InvestmentNews
Newport Beach, CA, United States
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Past articles by Joe:
The rise of teleadvising
The businesses thriving during this pandemic are those that have the most digitally native interaction with their clients. → Read More
The Great Reset: How Covid-19 has changed us and our role as advisers
Confronting a crisis is something every generation has had to do as long as mankind has existed. Whether it was the Great Depression about 90 years ago or the oil crisis and inflation surge 47 years ago, each crisis fundamentally changes our collective behavior. A decade ago, we dealt with the real estate collapse and ensuing banking crisis. That led to new rules for individuals borrowing money… → Read More
Thriving in a bifurcated economy: Services versus stuff
Most financial products are commoditized; what differentiates advisory firms is the way they deliver those products. → Read More
What the end of iTunes teaches us about winning new clients
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. → Read More
Winning in a crowded field
What the Golden State Warriors' success can teach advisory firms. → Read More
When Envestnet and Apple pivoted
They're two totally different companies, but they share an interesting and useful strategy. → Read More
Growth is a must, but watch out for the trap
In our rapidly evolving world, what was good enough for a business yesterday is not good enough today. → Read More
The innovation challenge: What's holding you back?
If you evolve yourself faster than everyone else, you give your firm a massive competitive advantage → Read More
Biggest events for advisers last year
Key news for the wealth management industry included the Edelman-Financial Engines merger, the Focus Financial IPO and the seller's market in RIAs → Read More
Stop asking for referrals. You're better than that
Offer your help, rather than asking for a referral, and make that offer to people with whom you have a genuine connection. → Read More
Learning from the woes of Sears, General Electric
Instead of continuing to think big, both companies dismissed the competitive forces that were chipping away at their business models. → Read More
Is artificial intelligence the next bitcoin?
While AI is far away, machine learning has arrived — but few advisory firms have the data needed to make use of it. → Read More
The trillion dollar club: How to be a growth superstar
Here's what great growth firms know: There's no better time to change than when everything is going well. → Read More
The problem with goals
Keep in mind that clients' goals will change and life is unpredictable. → Read More
What one thing would you do to assure your firm is competitive for the next decade?
Wealth managers don't pay enough attention to the client experience they're providing → Read More
3 insights on the Financial Engines-Edelman combination and how it might affect you
The combined company is likely to become a nationally dominant firm. → Read More
A visit to India and the world's largest startup
Telecom Jio, one of the fastest-growing companies ever, has lessons to teach all businesses → Read More
How advisers can hold on to their clients despite Vanguard's broadening reach
First the company added a robo, and now it's beefing up its product offerings with factor-based index ETFs. → Read More
Flash crash: The value of advisers in coping with uncertainty
The key isn't building a financial plan for clients but amending the plan as life unfolds. → Read More
The biggest losers and winners of 2017
Independent advisers and investment clients fared much better than the DOL rule and robo platforms. → Read More