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Tech Extravaganza

Journal of Financial Planning, 2022-08, Vol.35 (8), p.67-70

Veres, Bob

2022

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The once-a-decade reinvention of the profession

Journal of Financial Planning, 2003-04, Vol.16 (4), p.30

Veres, Bob

2003

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Planners progress: Through the jungle and over the gorge

Journal of Financial Planning, 2003-01, Vol.16 (1), p.30

Veres, Bob

2003

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Internet impact

Journal of Financial Planning, 2002-09, Vol.15 (9), p.34

Veres, Bob

2002

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A keynote from the future

Journal of Financial Planning, 2002-06, Vol.15 (6), p.22

Veres, Bob

2002

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The eternal determinants of success

Journal of Financial Planning, 2002-03, Vol.15 (3), p.24

Veres, Bob

2002

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Let us now praise the starving idealists

Journal of Financial Planning, 2002-01, Vol.15 (1), p.24

Veres, Bob

2002

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The compelling case for chaos

Journal of Financial Planning, 2001-07, Vol.14 (7), p.72

Veres, Bob

2001

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The third-generation holographic cocktail party

Journal of Financial Planning, 2001-05, Vol.14 (5), p.94

Veres, Bob

2001

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High Time for New Tools; Like the Depression, Great Recession is Spurring New Investment Ideas

Money Management Executive, 2010, Vol.18 (14), p.1

Veres, Bob

2010

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Creative Writing ; Advisors can get a lot more done-and maintain a higher standard of quality-by automating written client communications

Bank Investment Consultant, 2008-01, Vol.16 (1), p.24

Veres, Bob

2008

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Get Students into Planning: Advisors can help elevate the financial advisory profession by focusing attention on high schools and colleges

Financial planning (Atlanta, Ga.), 2019-07, Vol.49 (7), p.11

Veres, Bob

2019

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Step Aside, Boomer: Gen X and Y advisors are achieving things many of us hoped would happen a decade or more ago

Financial planning (Atlanta, Ga.), 2019-06, Vol.49 (6), p.15

Veres, Bob

2019

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Planning in 2039: A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances

Financial planning (Atlanta, Ga.), 2019-05, Vol.49 (5), p.13

Veres, Bob

2019

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Secession Planning: The FPA is planning to dissolve local chapters. Those affiliates should take matters into their own hands

Financial planning (Atlanta, Ga.), 2019-04, Vol.49 (4), p.11

Veres, Bob

2019

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Is Reg BI So Bad It's Good?: State officials are stepping in to propose initiatives to protect consumers against salespeople wrapped in fiduciary clothing

Financial planning (Atlanta, Ga.), 2019-03, Vol.49 (3), p.13

Veres, Bob

2019

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Lost in the Investing Circus: In the wealth management fun house, how can average investors find somebody who will really work on their behalf?

Financial planning (Atlanta, Ga.), 2019-02, Vol.49 (2), p.11

Veres, Bob

2019

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A Lock on Client Data: Should it be custodians who holds control over financial data, or clients themselves?

Financial planning (Atlanta, Ga.), 2019-01, Vol.49 (1), p.11

Veres, Bob

2019

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No Free Pass for Vanguard: It's the same old sleight of hand, focusing attention on costs of a loss leader rather than the real source of profits

Financial planning (Atlanta, Ga.), 2018-12, Vol.48 (12), p.15

Veres, Bob

2018

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Girding for the Next Crisis: Prepare yourself for the next big market downturn, which may be exacerbated by highly leveraged derivatives

Financial planning (Atlanta, Ga.), 2018-11, Vol.48 (11), p.17

Veres, Bob

2018

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On Second Thought: I wrote a beautiful letter to the SEC. Now that I've learned a few things, I wish I could rewrite it

Financial planning (Atlanta, Ga.), 2018-10, Vol.48 (10), p.13

Veres, Bob

2018

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On Dangerous Ground: The Focus Financial IPO calls attention to the problems that outside investors may bring to the planning-client relationship

Financial planning (Atlanta, Ga.), 2018-09, Vol.48 (9), p.13

Veres, Bob

2018

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How to Tell Your Own Story: Most advisory firms are not systematically creating public awareness of their services. That's a big mistake

Financial planning (Atlanta, Ga.), 2018-08, Vol.48 (8), p.11

Veres, Bob

2018

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Flight to Independence; As brokers leave wirehouses for greater freedom, is the Broker Protocol nearing obsolescence?

Financial planning (Atlanta, Ga.), 2018-07, Vol.48 (7), p.11

Veres, Bob

2018

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The Not-So-Distant Future; The CFP Board's new code of ethics embraces the fiduciary concept, but will it be strengthened later on?

Financial planning (Atlanta, Ga.), 2018-06, Vol.48 (6), p.13

Veres, Bob

2018

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Tech Extravaganza

The once-a-decade reinvention of the profession

Planners progress: Through the jungle and over the gorge

Internet impact

A keynote from the future

The eternal determinants of success

Let us now praise the starving idealists

The compelling case for chaos

The third-generation holographic cocktail party

High Time for New Tools; Like the Depression, Great Recession is Spurring New Investment Ideas

Creative Writing ; Advisors can get a lot more done-and maintain a higher standard of quality-by automating written client communications

Get Students into Planning: Advisors can help elevate the financial advisory profession by focusing attention on high schools and colleges

Step Aside, Boomer: Gen X and Y advisors are achieving things many of us hoped would happen a decade or more ago

Planning in 2039: A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances

Secession Planning: The FPA is planning to dissolve local chapters. Those affiliates should take matters into their own hands

Is Reg BI So Bad It's Good?: State officials are stepping in to propose initiatives to protect consumers against salespeople wrapped in fiduciary clothing

Lost in the Investing Circus: In the wealth management fun house, how can average investors find somebody who will really work on their behalf?

A Lock on Client Data: Should it be custodians who holds control over financial data, or clients themselves?

No Free Pass for Vanguard: It's the same old sleight of hand, focusing attention on costs of a loss leader rather than the real source of profits

Girding for the Next Crisis: Prepare yourself for the next big market downturn, which may be exacerbated by highly leveraged derivatives

On Second Thought: I wrote a beautiful letter to the SEC. Now that I've learned a few things, I wish I could rewrite it

On Dangerous Ground: The Focus Financial IPO calls attention to the problems that outside investors may bring to the planning-client relationship

How to Tell Your Own Story: Most advisory firms are not systematically creating public awareness of their services. That's a big mistake

Flight to Independence; As brokers leave wirehouses for greater freedom, is the Broker Protocol nearing obsolescence?

The Not-So-Distant Future; The CFP Board's new code of ethics embraces the fiduciary concept, but will it be strengthened later on?

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