Bob Veres Inside information: Managing clients' career assets

2 months ago · 670.3 KB Download

SECTION

EXCLUSIVE

In August’s edition of Inside Information, Bob goes in depth on:

Peak 2 Technology: Experts and consultants agree on one thing: advisors' tech stack of the future will look very different from what we have today.
Beyond Monte Carlo: A new software program offers the opportunity to create much better, more informed conversations about client income in retirement.
The XCELLR8 conferences offer community members a window into emerging tech developments.

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Download the Inside Information August 2021

File name: insideinfo-august2021.pdf

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