2017 Fall Conference Speaker

Bob Veres

Bob Veres is editor and publisher of Inside Information, an interactive subscription-based information service for financial planning professionals, and author of The Cutting Edge in Financial Services (National Underwriter Press) and contributing editor and columnist for Financial Planning magazine.

Over his 30-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Dow Jones Investment Advisor magazine; and as editor of Morningstar’s advisor web site: MorningstarAdvisor.com. In addition, he has spoken at many of the planning world’s largest professional conferences, including the AICPA PFP Conference, FPA National, FPA Retreat, NAPFA National, TD Ameritrade Institutional, FPA Broker-Dealer Conference, Pershing’s Insite Conference, and all of the NAPFA Regional Conferences.

Mr. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the lifetime achievement award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.