Resources

We constantly search for resources that may be of value to financial services firms and financial advisors and will continually update and add to the list below.

Inside Information is perhaps the best source of practical advice and industry news for independent financial planners. Bob Veres is a keen observer of industry trends, and his digests of financial publication news help advisors and other industry professionals save valuable time by identifying the best articles and summarizing their main points.

Financial DNA is the internationally recognized leader in behavioral solutions, providing tools and resources that allow advisors to transform their planning experience by helping their clients balance life and money. Through simple profiling tools, advisors can better facilitate to differing client communication styles, and better understand their instinctive behaviors around money and their real risk propensity.