Bob Veres
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BOB VERES BLOG

The Easy Way to Track (and Anticipate) Fund Distributions

‘Tis the season—for harvesting capital losses and avoiding capital gains on behalf of your clients—and there’s no better information source than CapGainsValet (http://www.capgainsvalet.com) on what …

The Enemy of Professionalism

In June, SEC chair Jay Clayton issued a request for public input on standards of conduct for investment advisors and broker-dealers, which specifically mentioned the …

MEDIA REVIEWS

Top Articles from our Professional Magazines

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MEDIA REVIEWS – November 8-15, 2017

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MEDIA REVIEWS – November 1-7, 2017

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 INSIDE INFORMATION

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