Articles tagged "Bob Veres"


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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 — 4:14 PM UTC

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

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 — 2:00 PM UTC

Bob Veres adds his bottom line to valuation debate started by Mark Hurley

If you build it, what will they buy it for?

March 15, 2011 — 12:30 PM UTC

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

February 23, 2011 — 5:24 AM UTC

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

January 6, 2011 — 2:19 PM UTC