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.