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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
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.
'We see them as merit based. If we win an award or receive recognition as a finalist, we feel that it means something.'
Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference
The $10.5-billion RIA spent millions of technology but client habits may delay use of the electronic version
Veres sees a glut of conferences but has a passion to change that with a new-concept event
A decade of flatlining investment results has advisors worried about clients' faith in the very fabric of the markets
Philip Palaveev shows his command of practice management and literary artifice in "The Ensemble Practice"
Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference
Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone
The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good
As competition for RIA time and money grows, many events are catering to more defined niches
Veres has 'concocted' a conflict-of-interest, says Hurley
Conflicts of interest are culprits in the extreme positions being taken in the debate, he says
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
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