Bob Veres
ColumnistBob Veres, a Financial Planning columnist in San Diego, is publisher of Inside Information, an information service for financial advisors. Follow him on Twitter at @BobVeres.
Bob Veres, a Financial Planning columnist in San Diego, is publisher of Inside Information, an information service for financial advisors. Follow him on Twitter at @BobVeres.
It appears the regulator bought into the investor choice argument of sales reps right from the beginning.
Instead of thinking about fiduciary purely as an obligation or regulation, advisors should envision it as something much bigger: a way of life.
As the financial planning industry nears a fee-only, fiduciary world, independent broker-dealers will face some important choices about their future business models.
What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.
It is not the fiduciary rule or whether robo technology is friend or foe.
If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.
Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.
Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.
There has to be a better measure to use in ranking the performance of a planning firm relative to its peers.
The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.