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Bob Veres on Muck Rack

Bob Veres

San Diego
As seen in: ValueWalk, Advisor Perspectives, On Wall Street, Financial Planning, Nerd's Eye View, RIABiz
Publisher of the Inside Information service for financial planners, thought leader in the financial planning community.
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Articles

Advyzon Investment Management (AIM)

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By Bridget Gaughan, Brian McLaughlin, Bob Veres, Anthony Cirio
| t3technologyhub.com
Open in Who Shared Issue with article?

The Driving Force Behind an Irrational Compliance Structure

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By Bob Veres
| Advisor Perspectives Verified
Over the years, I’ve had quite a few off-the-record conversations with people at the Securities & Exchange Commission, asking them about the escalating compliance obligations that they impose on financial planners. They’ve told me, confidentially, a very consistent story, which goes something like this. 1. Brokerage firms initiate a terrible, awful scandal.
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How to Make Lead-Generation Services Work

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By Bob Veres
| Advisor Perspectives Verified
Lead-generation services present a paradox for the advisory profession: Many advisors have no luck with those services, but others use them to cost-effectively generate revenue. My research untangled that paradox. The premise behind lead-generation services in the advisor marketplace is undeniably seductive.
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