Bob Veres Inside Information: Apr. 2021
Professional Insights
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
abstract dark technology digital image
Professional Insights

Bob Veres Inside Information: Apr. 2021

8 months ago · 1.7 MB Download

SECTION

EXCLUSIVE

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

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgot email?
Forgot password?

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Learn more

Related content