Bob Veres

Converging movements – fiduciary, technological and demographic – mean new realities for how a planner will act like a professional.

Sure, many organizers could do a better job, but attendees can also make sure they’re getting their money’s worth, Bob Veres says.

Our columnist says clear standards have been set on what constitutes unconflicted advice.

Want to help your clients make smart financial decisions and earn their trust? Here is what you should(n’t) do, says our columnist.

There are many ways firms can measure their operations performance, but which is most accurate?

An imaginary look at how one very prosperous firm might approach a new set of standards.

Some marketing may be counterproductive. Advisors need to communicate the value planners actually offer. Here's how.

Three clever steps advisors can take to propel their firms forward.

If a planner were to suddenly wake up in 2022, he’d find that some of today’s practices have utterly changed.

New digital tools can help advisors identify and connect with prospective clients no matter where they are.

Planners need another skill set to help their clients cope with major life events.

Advisors who are accustomed to serving wealthier clients may wonder how to most effectively assist a middle-class clientele. Here's how to make it work in your practice.

The traditional way of charging clients is rapidly falling by the wayside as advisors seek better options. Don’t get left behind.

New digital tools are paving the way for advisors to create hybrid services that will increase both reach and profitability. See a few of the newer options.

A recent coaching seminar has me recalibrating my understanding of practice management. You may need to adjust yours, too.

If regulators can't tell the cultural differences between wirehouses and independent RIAs, Bob Veres has put together a few survey questions they can use.

Did you read the most recent SEC funding memo to Congress? Bob Veres did -- and if he had the ear of Mary Jo White, here's what he'd say to her.

Here's what the brokerage industry's disinformation-mongers might be telling senior brokerage executives.

Investors have gotten more desperate in their pursuit of yield, reaching for ever-dicier products. What could possibly go wrong?

Advisors need to face a hard truth: Independent RIAs have lost this round. Fortunately, there are other, better ways to set yourself apart.