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Published Articles
Bob Veres - Inside Information - October 2008
Sleight of HandInvestment News - August 2008
New fiduciary language challenges risk management issuesNAPFA Advisor - June 2007
The Fiduciary Role of the Fee-Only Advisor in Risk ManagementInvestment News - October 2006
Insurance agent not the best fit for wealth teamInvestment News - April 2006
Battle Over Broker Rule Heightened by SEC GuidanceInvestment News - September 2005
The missing fiduciary standard: Full disclosure of riskSenior Consultant - June 2004
Are Advisors Neglecting Their Fiduciary ResponsibilityFinancial Advisor Magazine - November 2002
Survivorship Life and the "Sunset" ProvisionFinancial Advisor Magazine - July 2002
Understanding VUL Policies