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Articles tagged "Bob Veres"


Gail Graham: We firmly believe that the Guidebook is to financial planning what the smartphone is to the telephone booth.

United Capital unveils its killer electronic app but boomer clients still say: Paper, please
The $10.5-billion RIA spent millions of technology but client habits may delay use of the electronic version

Tuesday 10.7.14
Joel Bruckenstein: As things turned out, some better pure technology opportunities came along.

Joel Bruckenstein and Bob Veres part ways to do their own conferences
Veres sees a glut of conferences but has a passion to change that with a new-concept event

Monday 11.26.12
Bob Veres: 'Everyone feels screwed,' one advisor wrote.

The top 10 deepest fears -- and highest hopes -- of RIA practitioners
A decade of flatlining investment results has advisors worried about clients' faith in the very fabric of the markets

Monday 11.26.12
Philip Palaveev: All of the examples in the book are real clients I worked with, and some were happening literally as I was writing the chapter.

Finally, an RIA business-of-the-business book with a journalistic soul
Philip Palaveev shows his command of practice management and literary artifice in "The Ensemble Practice"

Wednesday 10.24.12
Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger
Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

Monday 9.17.12
Charles Goldman has kept a low profile but maintains an intense interest in the RIA business

Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace
Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone

Wednesday 12.14.11
Bob Veres is helping provide the practice management twist to this new conference series.

What Messrs. Bruckenstein, Drucker and Veres cooked up in a Chicago airport hotel
The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good

Tuesday 10.18.11
Brian Hamburger, founder of MarketCounsel's Member Summit 2011, expects 200 advisors with between $100 million and $1 billion in assets

MarketCounsel, CFDD, T3 and Schwab vie for advisors to attend their fall conferences
As competition for RIA time and money grows, many events are catering to more defined niches

Monday 9.26.11
Mark Hurley: While we had little doubt that many people would disagree with our conclusions, we tried to be brutally candid about what our research found.

Mark Hurley's comeback to Veres: Fiduciary Network is investing millions in wealth management businesses -- it's just that few in the industry make the grade
Veres has 'concocted' a conflict-of-interest, says Hurley

Monday 4.4.11
Bob Veres: My own view of the future is that  there won't be very many sales to lending institutions or roll-ups.

Bob Veres' level-headed response to Mark Hurley on valuation
Conflicts of interest are culprits in the extreme positions being taken in the debate, he says

Monday 3.28.11
Mark Hurley: Wealth management firm operating margins are under assault from accelerating non-owner compensation, the single largest cost in the wealth manager economic model.

Mark Hurley takes on Bob Veres in round two of the valuation debate
Veres 'fanned the flames' but didn't account for certain key points, like the rising cost of labor and the expense of winning new clients, says Hurley

Wednesday 3.23.11
Bob Veres: Hurley overlooks a key ingredient: growth.

Bob Veres adds his bottom line to valuation debate started by Mark Hurley
If you build it, what will they buy it for?

Tuesday 3.15.11
Bob Veres: In my mind, this is the place you come to find out where the future is.

Eavesdropping on the T3 conference by four bloggers with four missions as attendees
Social endurance needed as much as technical savvy at this technological event

Wednesday 2.23.11
Pat Allen: My favorite content from the year broke new ground, introduced new ideas, deepened my understanding or changed my mind.

How 25 pieces of web content from 2010 should guide an advisor's digital approach for 2011
Top research, analysis and marketing that help humanize the financial services business are among Pat Allen's choices

Thursday 1.6.11
Charles Goldman: Off advisors' minds.

What do advisors care about? The new SEC that emerged in July, for one thing.
Plus, what a Smith Barney breakaway team is finding out about financial plans

Thursday 8.12.10
Taking on the naysayers, Bob Veres explains why he sees a rosy future for RIAs.

Bob Veres' vision: Scalable, multi-partner RIA firms will be profitable and powerful enough to beat the wirehouses
Microbusinesses dominate the industry -- for now. That may change as the industry evolves along the lines of the legal profession.

Wednesday 7.28.10

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