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Articles tagged "Bob Veres"


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Ann Garcia: Super frustrating to reach back out to clients.

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: We participate in these programs because they are not pay-to-play programs.

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

SSG software chief Dan Skiles makes his creative contribution to an advisor-crowdsourced painting.

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

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

October 7, 2014 at 6:27 PM

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

November 26, 2012 at 5:41 PM

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

November 26, 2012 at 5:34 PM

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"

October 24, 2012 at 3:34 AM

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

September 17, 2012 at 9:38 PM

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

December 14, 2011 at 4:04 PM

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

October 18, 2011 at 3:20 AM

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

September 26, 2011 at 4:03 AM


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

March 28, 2011 at 2:10 PM

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

March 23, 2011 at 2:00 PM

Bob Veres: Hurley overlooks a key ingredient: growth.
March 15, 2011 at 12:30 PM

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