Skip to content

Client Articles

Receive 4-6 interesting, professionally-written articles every month to send to clients.

The New Profession

A must-read for anyone who wants perspective on how to succeed as a financial planner.

Insider’s Forum Conference

Register now for this year’s Insider’s Forum conference.

2023 T3/Inside Information Software Survey

This year’s T3/Inside Information Software Survey is now available.

Read What Subscribers Have to Say About Inside Information

Where other sources are light on insight, Bob Veres manages to capture the thinking of some of the best minds in the business and share it with people like me.

Mark Tibergien, CEO
Pershing Advisor Solutions, LLC, a BNY Mellon Company

If you’re not reading Bob’s Inside Information, you’re simply not keeping up with our profession.  Chock full of cutting edge information and thoughtful opinions, Bob insures that his readers are on the forefront of current trends.

Harold Evensky
Evensky & Katz

Bob Veres delivers cutting-edge thinking and discussions with industry thought leaders and change-makers in every issue of Inside Information. Get the inside scoop from thought leaders around the country in one convenient, well written publication, Inside Information.

Sheryl Garrett, CFPR
Founder, Garrett Planning Network

I look forward to reading his insights each month and would recommend Inside Information as a valuable resource to all financial planners.

Roy Diliberto, CFP®
RTD Financial Advisors, Inc.

I have been a subscriber to Inside Information for years simply because the return on investment is so high. Every year I know that I am going to learn something that will clarify or redirect our practice or give insight into a technology tool of which I was unaware. I never know which issue is going to have an impact, but I always know that one will.

Ross Levin
Founding Principal and President Accredited Investors Inc.

For decades, Bob Veres has actively engaged the financial advisory community in ongoing conversations regarding every major issue impacting the work advisors do for their clients.  Bob is thoughtful, articulate, informed—and at times when the situation calls for it, he is brave and bold.  The financial services profession is lucky to have him.

Roger C. Gibson, CFA
Gibson Capital, LLC

Subscribe to Inside Information Today

The Inside Information service includes Media Reviews summaries of all the trade magazine articles in Financial Planning, Financial Advisor and Investment Advisor.