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.
In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?
Should it be custodians? Or the clients themselves? Bob Veres picks a side.
The firm charges a very low fee but then steers customers to — can you guess? — its own funds.
Prepare yourself for the next big market downturn which may be exacerbated by highly leveraged derivatives.
Lehman Brothers had collapsed. Panic, instability and a recession followed. Ten years later, the lessons from that era echo even more resoundingly.
Here's what I've realized since I penned my original missive to the commission.
I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.
Most advisory firms are not systematically spreading public awareness of their services. That’s a big mistake.
The trickle of brokers leaving wirehouses for greater independence is quietly becoming a flood.
The CFP Board’s new code of ethics should be celebrated for embracing the fiduciary concept — will the standards be strengthened even more in the future?