Media Reviews - May 15-23, 2013
Article:
Bob Veres’ latest Media Reviews of Journal of Financial Planning covers hedging longevity risk in retirement and more.
Published on May 22, 2013
Media Reviews - May 8-4, 2013
Article:
Bob Veres’ latest Media Reviews of Investment Advisor magazine covers setting the tone In your work environment and more.
Published on May 22, 2013
PFP Tax News
News:
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on May 16, 2013
Estate Tax Legislation
News:
Stay up to date on legislative and regulatory issues relating to estate tax legislation.
Published on May 16, 2013
Media Reviews - May 1-7, 2013
Article:
This article talks about advisors who help their clients invest in apartment buildings and other rental properties.
Published on May 15, 2013
Inside Information - May 10, 2013 Special Report Fee Samples
Article:
Advisors from all over the U.S. marketplace provide information about their fee structures, including the amounts and how the fees were determined.
Published on May 13, 2013
PFP Planner - January/February 2013
Newsletter:
Articles on "Planning Implications of the American Taxpayer Relief Act of 2012” by Robert Keebler; “Investment Outlook 2013: Don’t Put Bonds in the Hall of Fame” by Michael Goodman and Steven Malin and many more
Published on May 08, 2013
PFP Planner January/February 2012
Newsletter:
Articles on collaborative divorce, domestic asset protection trusts, profile of Jim Shambo, 2011 Planner article library, and PFP news and events
Published on May 08, 2013
Inside Information - May 2013
Newsletter:
The May 2013 issue of Bob Veres' Inside Information monthly newsletter.
Published on May 08, 2013
E-Column - May 2013
Article:
In this e-column, Bob Veres discusses a very touchy subject; the fees you should charge your clients.
Published on May 06, 2013
The X Factors - The Financial Outlook of Younger Generation Clients - Inside Information Newsletter April 2013
Article:
This issue of Bob Veres' Inside Information monthly newsletter addresses serving a younger generation of clients, advisor acquisitions, practice valuation and more.
Published on April 30, 2013
Financial Services Reform
News:
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 30, 2013
Media Reviews - April 24-30, 2013
Article:
Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
Published on April 24, 2013
Media Reviews - April 16-23, 2013
Article:
Bob Veres Media Reviews service summarizes the contents of Investment Advisor magazine.
Published on April 16, 2013
Media Reviews - April 8-15, 2013
Article:
Bob Veres Media Reviews service summarizes the contents of three or four professional magazines each month, with direct links so you can go straight to the articles that interest you.
Published on April 11, 2013