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Industry Insight by Bob Veres
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.
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Chicken and Egg
February 1, 2012Don't let a simple maze of paradoxes slow down the growth of your RIA practice.
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True Cost of Tactical Management
January 1, 2012As advisors abandon buy-and-hold strategies, they must analyze data and make predictions. They could be spectacularly wrong.
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Regulatory Armageddon
December 1, 2011Advisors need to understand what could happen if FINRA becomes their regulator.
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The FPA's Dilemma
November 1, 2011Why has the association's membership been slipping the past 11 years? More important, what can we do about it?
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Fiduciary for All
October 1, 2011As 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 standard.
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Goodbye, Old Theory
September 1, 2011Is modern portfolio theory due for an upgrade? Sixty years of real-world input is spawning new ideas from industry thinkers.
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Adventures in Twitterland
August 1, 2011Facebook, LinkedIn and tweets are making all of our business relationships more personal.
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Lessons for Success
July 1, 2011If you want an extraordinary career, embrace your errors and stop procrastinating.
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Things I Just Don't Understand
June 1, 2011Maybe you can help me figure out why the financial services world is as it is - one perplexing question at a time.
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To the World of 2020
May 1, 2011An open letter to the financial community, investors, regulators and legislators of the not-so-distant future.
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Betting the Market
April 1, 2011The difference between investing and gambling offers some interesting insights into our professional debates.
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Gold Into Straw
March 1, 2011The SEC's recommendations to "harmonize" two regulatory structures reveal more than the agency intended.
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The Producer's Lament
February 1, 2011Is it possible that the fiduciary standard should only apply to an elite few in the profession?
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Professional Adventures
January 1, 2011What if the SEC regulated the medical profession instead of financial services?
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Borrowing Insight
December 1, 2010Your clients want you to wear a new hat: macro-economist. Here's how to meet their expectations.
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The Constraint That Matters
November 1, 2010Having intelligence and skill are terrific, but there's one quality that trumps them when it comes to getting the most out of your life and practice.
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Lessons to Practice By
October 1, 2010Here are three of the most important practice management ideas I've learned so far this year.
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What's Next for Planners
October 1, 2010Opening our special report: the new business models, technology and client expectations that will shape the future of your business.
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All for Show
September 1, 2010People ask me what will happen now that Congress has directed the SEC to study (and maybe enforce) the fiduciary issue. This is my best answer.
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The Equity Problem
August 1, 2010A controversial new white paper by Mark Hurley suggests that most financial planning practices are less valuable than their founders think.
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The Change Equation
July 1, 2010How do you convince clients to act in their own financial best interest? Behavioral finance research has (finally) come up with some practical ideas.
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Wheel of Competence
June 1, 2010When looking to transition to retirement, advisors should reach for the skills they have accumulated over time-for working with both clients and staff.
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In Their Own Words
May 1, 2010If everyone were already operating under a fiduciary standard, no one would have to be told to stop selling so hard.
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A Profession Comes Of Age
May 1, 2010The financial planning industry enters its fifth decade tested by the worst financial crisis since the Great Depression. And yes-adversity has made the industry stronger, in some surprising ways.
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Deja Vu All Over Again
April 1, 2010Just as modern portfolio theory emerged from the ashes of Black Monday, the Great Recession might spur the development of new tools and strategies.
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Successful Conferencing
March 1, 2010Advisors who regularly attend national conferences are on the fast track in this profession. The tricky part is taking that first leap of faith.
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