Bob Veres

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.

Will young RIAs lead the profession’s second uprising against the established status quo?

The sales-first crowd is trying (desperately) to make sense of the new regulation.

For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.

The Broker Protocol is just the first step. Those entering the fiduciary world still have to proceed with caution.

There’s a big difference between what advisers think brings in new business and what actually works.