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.
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.