Bob Veres Inside Information: Mar. 2020
Professional Insights
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
close up of hand typing on laptop
Professional Insights

Bob Veres Inside Information: Mar. 2020

2 years ago · 1.5 MB Download

SECTION

EXCLUSIVE

Resource

available

Bob Veres maintains his pulse on the newest trends developing in the fintech space which are highlighted in the Mar. 2020 issue along with these other articles:

  • Tech Extravaganza: The T3 Advisor conference in San Diego offered an early look at some trends—and a lot of new solutions.

  • Practice Management: Here are some of the compliance outsource options that Inside Information readers are recommending.

  • Conferences: Highlights from the recent NAPFA Large Firm Forum; thoughts about 'people' issues.

  • Parting Thoughts: Some

Download the Inside Information – March 2020

File name: insideinfo-march2020.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgotten email
Forgotten 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.

Exclusively for

Mentioned in this article

Topics

Subtopics

Manage preferences

Related content