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Professional Insights

Bob Veres Media Reviews: Are you as happy as your clients?

Aug 30, 2023 · 15 min read

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MEDIA REVIEWS - August 23-31, 2023

End of the month, unofficial end of summer, we have a Veres article on capturing wisdom that might be lost as founding RIA advisors retire, and Larry Swedroe’s article where he is perplexed that we have not yet experienced a U.S. recession, but finds some good reasons for it.

In the Kitces articles, there’s a detailed map of things that advisory firms should prepare for as Schwab rolls up all the TD Ameritrade RIA

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