Articles tagged "Bob Veres"
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'Streetfighting saint' Bob Veres takes 2024 Tamar Frankel prize for decades of unstinting, sometimes 'scathing' commentary and a 'secret sauce' to ferret out facts
The unlikely recipient of the 'RIA Nobel Prize' has been a soft-spoken, hard-hitting writer, editor, advocate and RIA 'energizer bunny' for 42 years
October 19, 2024 at 2:19 AM
Envestnet recalls buggy MoneyGuidePro upgrade after RIA backlash, and all advisors are -- for now -- back on the legacy version
The Berwyn, Pa., firm concedes its roll-out 'disrupted' advisors businesses, but advisors remain as miffed about the 'zero' communication and slowness to take action as they are about haywire systems.
June 2, 2023 at 2:32 AM
Scott MacKillop offers a view on industry awards contrary to Bob Veres, who took the Luminaries, Wealthies and others to task for editoral/sales conflicts
'We see them as merit based. If we win an award or receive recognition as a finalist, we feel that it means something.'
October 15, 2022 at 12:38 AM
With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian
Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference
May 1, 2017 at 4:14 PM
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
October 7, 2014 at 6:27 PM
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
November 26, 2012 at 5:41 PM
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
November 26, 2012 at 5:34 PM
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"
October 24, 2012 at 3:34 AM
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
September 17, 2012 at 9:38 PM
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
December 14, 2011 at 4:04 PM
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
October 18, 2011 at 3:20 AM
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
September 26, 2011 at 4:03 AM
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
April 4, 2011 at 2:35 PM
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
March 28, 2011 at 2:10 PM
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