Bob Veres

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.