Countless books and movies have been written about the point at which computers shift from being our friend to becoming the enemy. Joe Duran writes that for financial advisers, the battle lines are being drawn right now.
Posted by Joe Anthony on April 28, 2014. It's no secret that LinkedIn has been the social media “gateway drug” for financial industry firms. For an industry that has long conducted business via referral and on the basis of who you know, the utility of LinkedIn makes the network the natural first ...
Historically, access to alternative private investment opportunities has been for institutional investors, but now the mass affluent are demanding this access as well. In turn, a new product type, the interval mutual fund, is providing the next evolution in alternative investing.
Communicator, media strategist, business development in financial PR group at Gregory FCA
Professional communicator working with financial industry firms. Message development, media training, publicity, subject matter expertise development and company news dissemination for boutique and national scale firms.
Father of three; married to Becky since 2004. Born and raised in New York; resident of the Philly burbs since 2002.
Graduate of Villanova University, Class of 2002 with a degree in Finance.