Financial Planning's Industry Insight columnist, Bob Veres, provides an inside look at trends in the industry.
Veres is the publisher of Inside Information, which keeps advisors on the cutting edge of practice management, marketing and client service issues around the profession.
Contact Financial Planning's Industry Insight columnist Bob Veres.
October 2008
Checks and Balances
Criticism of the CFP board grows as planners perceive it as being secretive. The solution: Shed light on its operations and set up constitution-style governance.
September 2008
The Price of Going Pro
Are planners professionals? If not, what must happen before they are regarded as such?
Power Plays
CFP Board CEO Kevin Keller is facing his first major clash with practitioners. The profession has been here before.
August 2008
The Big Regulatory Fix
Proposed rules would punish planners instead of focusing on companies with a history of market misdeeds.
July 2008
Market-Based Withdrawals
A new report sheds light on how much your clients can safely take from their retirement portfolios.
June 2008
The Plan
Extremely sensitive and confidential information. Do not release to the press. Do not share with the SEC.
May 2008
Cheerleaders in Lab Coats
New research on variable annuities and their guarantees offers less than meets the eye.
[Read Ibbotson's rebuttal of this article and Bob Veres's response in the article discussion.]
April 2008
The Myths of Our Age
The planning profession is being held back by a host of beliefs that simply are not true.
March 2008
Deconstructing Rand
Are the SEC and Congress really going to use the Rand report to make public policy?
February 2008
Death by Regulation
The financial planning profession is about to fight for its survival against well-funded opponents. Here are some possible outcomes.
January 2008
Services Out of the Box
Here's how to make your clients feel special without adding a lot of extra work to your own schedule.
December 2007
Easy Efficiencies
Why should it be hard or expensive to make your office run more smoothly and save hours of time each week?
November 2007
The Never-Ending Story
Why are so many advisors prominent one year and irrelevant the next? And why do others struggle so long to become successful?
Additional columns by Bob Veres
