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.

The latest developments make columnist Bob Veres wonder whether he has fallen through a wormhole.

Sobering results from a light-hearted survey prompts columnist Bob Veres to change his tune about how advisers use "retainer."

That's just one solution among several that will help prepare your firm for success now and in the future, columnist Bob Veres says.

A handy guide for advisers, legislators and regulators to decode the jargon used to talk about issues important to the planning profession.

Confusion among affluent taxpayers could lead to new ways to help clients.

A friendly memo to help top regulators in the next administration set priorities. One key point: planners and fee-compensated IRAs are the least of your worries.

Sales agents and advisers interact very differently with clients, columnist Bob Veres says. Here's how to tell which category applies to you.

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

Here’s a self-assessment exercise to help you determine where you are on the path to professionalism.

It’s time for professional planners, as opposed to sales agents, to define themselves accurately in the public mind. To do it, you need to use key words and phrases with crystal clarity.