Bob Veres Media Reviews: 101 things that advisors do to add value

Bob Veres

1 month ago · 11 min read

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MEDIA REVIEWS - November 24-30, 2022

Our annual Software Survey is now open! I hope that you’ll consider participating, and letting us know what you use and what you think of your tech stack.

Here’s the link:

https://www.surveymonkey.com/r/HB3GSP8

If you want an assessment of new annuity income features, fairly new to the marketplace, David Blanchett has you covered, concluding that a new structure that allows for the income to rise and fall with the markets is actually superior to the

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