Bob Veres Inside Information: Apr. 2021
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Professional Insights

Bob Veres Inside Information: Apr. 2021

1 year ago · 1.7 MB Download





Bob dives into the following subject matter in this edition of his monthly newsletter:

  • Enhanced fiduciary: A new organization is creating board-certified specialties around the fiduciary standard.

  • Easy ESG: A new software tool lets you turn model portfolios into ESG portfolios with a few keystrokes.

  • Evolving clients, evolving relationships: Your clients have changed due to the pandemic. Are you meeting the challenge?

  • The elements of planning: An iOS app offers a more focused, relevant planning engine than the software we’re

Download the 92317096-insideinfo-april-2021

File name: 92317096-insideinfo-april-2021.pdf

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