Bob Veres Inside Information: Dec. 2020
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Professional Insights

Bob Veres Inside Information: Dec. 2020

1 year ago · 1.1 MB Download

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In this issue of Bob's Inside Information, you'll get his insights on important practice management and portfolio ideas. The SEC has recently begun conducting remote RIA audits and, per well-known expert Tom Giachetti, these are not something to take lightly. Bob will explain further insights he learned from Giachetti and provide some inside ideas on things they'll hone in on if you're audited. Also in this issue, Bob explores the intersection of risk tolerance and risk capacity. How does one

Download the Inside Information – December 2020

File name: insideinfo-december2020.pdf

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