Articles tagged "Bob Veres"

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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 — 6:27 PM UTC

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 — 5:41 PM UTC

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 — 5:34 PM UTC

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 — 3:34 AM UTC

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 — 9:38 PM UTC

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 — 4:04 PM UTC

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 — 3:20 AM UTC

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 — 4:03 AM UTC

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 — 2:35 PM UTC

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 — 2:10 PM UTC