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.
© 2021 Bob Veres
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