Joe Duran


Recent Articles


How bitcoin and blockchain will change the world

Jan 25, 2018

Digital currencies are the future of money, but bitcoin probably isn't the ultimate winner.


The biggest losers and winners of 2017

Jan 2, 2018

Independent advisers and investment clients fared much better than the DOL rule and robo platforms


Three big effects of the shifting broker protocol

Dec 13, 2017

More firms will exit the protocol as technology changes the game, and clients will reap the rewards


An American Thanksgiving

Nov 21, 2017

The differences between my adopted country and my home country offer lessons for leaders at advisory firms


Prepare clients for the terror of falling markets

Oct 30, 2017

Clients with several years of savings can ride out a decline and participate in the following recovery


If a GPS app can fail, so can fintech

Oct 9, 2017

Indispensable advisers know how to overcome the three biggest pitfalls of technology


The role of an adviser when the unexpected happens

Sep 19, 2017

Remember these three important things when helping clients navigate unplanned life events

Book summer main

5 non-money-related books to help you (and your children) live a better financial life

Aug 17, 2017

There's still time left for end-of-summer reading


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