Bob Veres

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  The Future of Advice

  By Ellen Uzelac  |  February 1, 2011

• Mark Hurley on the Value, or Lack Thereof, of Your Practice

  By James J. Green, AdvisorOne  |  June 21, 2010

  Mark Hurley created a firestorm of criticism and soul-searching with a paper he co-wrote while at Undiscovered Managers in 1999.

• Clark at Large: Declaration of Independence

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  February 1, 2010

  Last Fall, my old friend Bob Veres did a rather common thing, which yielded some uncommonly interesting results. Veres asked his newsletter readers to identify...

• Ready for a Rebound

  By Ellen Uzelac  |  February 1, 2009

  With the credit crisis, real estate dive and market meltdown, 2008 is a year we would all like to forget. Our best advice: Don't. The...

• Go-To Guy

  By Ellen Uzelac  |  May 1, 2008

  As director of financial planning for a thriving fee-based firm in Maryland, Michael E. Kitces serves largely as the self-described "nerd that finds the answer...

• (Yawn)

  By Ellen Uzelac  |  March 1, 2008

  What happened to the much-anticipated RAND report? Players across the industry expected the study, ordered by the Securities and Exchange Commission, to provide guidance about...

• Inspire Referrals at a Client Review

  By Staff Writer  |  May 1, 2007

  Byron Sabol, a marketing and client service consultant in Windermere, Florida, suggests that good referrals can come out of an account review process that helps...

• The Semifinalists

  By Staff Writer  |  May 1, 2007

  Following suggestions from our regular contributors, nominations from within the industry, and the editorial staff's own personal submissions, this is the list of semifinalists from...

• Five Years of Excellence

  By Staff Writer  |  May 1, 2007

  The IA 25 marks its fifth anniversary in 2007, and each year it gets harder to limit the number of influential people to just 25....

• Group Think

  By Kara P. Stapleton  |  November 1, 2006

  The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and...