Bob Veres Media Reviews: The Next Challenge Facing the Advisory Profession
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Bob Veres Media Reviews: The Next Challenge Facing the Advisory Profession

10 days ago · 306.5 KB Download

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Media Reviews - September 8-15. 2022

What is the next evolutionary ‘argument’ in the financial planning profession that will move it closer to true professionalism. We have been through several of these before, all fiercely opposed until they were ultimately accepted: commissions to fees, life planning, etc. An article written by that Bob Veres fellow outlines where the next argument might come from in this batch of Advisor Perspectives articles. Also: Jeff Gundlach says that we are not experiencing a

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