Bob Veres


Recent Stories From This Author

Chicken and Egg
February 1, 2012 Don't let a simple maze of paradoxes slow down the growth of your RIA practice.

True Cost of Tactical Management
January 1, 2012 As advisors abandon buy-and-hold strategies, they must analyze data and make predictions. They could be spectacularly wrong.

Regulatory Armageddon
December 1, 2011 Advisors need to understand what could happen if FINRA becomes their regulator.

The FPA's Dilemma
November 1, 2011 Why has the association's membership been slipping the past 11 years? More important, what can we do about it?

Fiduciary for All
October 1, 2011 As long as regulators know a cushy brokerage or law firm job is waiting for them, they will be in no rush to push a fiduciary...

Beyond the Basics
September 21, 2011 While the recent FPA Convention provided some new and very interesting presentations and introduced some pretty high-brow...

Who Speaks For the Future?
September 9, 2011 Ahead of next month’s Business & Wealth Management Forum in Chicago, it’s time to start asking some big-picture...

Who Speaks For The Planner?
September 1, 2011 I think we all know that the financial planning profession is drowning in paperwork and the problem is only going to get...

Goodbye, Old Theory
September 1, 2011 Is modern portfolio theory due for an upgrade? Sixty years of real-world input is spawning new ideas from industry thinkers.

Difficult Times Demand More Sophistication
August 19, 2011 Make no mistake. We are going to sail through a lot of these volatile periods over the next five to 10 years and the...