Bob Veres’ Insider’s Forum conference just keeps getting better year after year. We really enjoyed visiting with our clients and catching up with many old friends last week. The venue, which was the historic Hotel Del Coronado in San Diego, was amazing.
There was a large emphasis on robo-advisors and how they are beginning to play a complementary role in professional financial advisory firms.
There was also much discussion about how the new Dept. of Labor fiduciary rule is impacting advisors and how the robos can participate in digital management IRA accounts that now must be managed.
Congratulations to Skip Schweiss, Managing Director of Retirement Plan Services at TD Ameritrade, for winning this year’s Insiders Forum leadership award. According to Bob Veres, Skip played a major role in Washington lobbying for the new DOL ruling. Rob Major and Skip go back 17 years and all of us here at AssetBook want to congratulate him for his valiant efforts.
We got word that next year’s Insiders Forum will be held in Nashville, TN. We will definitely be there and hope to see you there too!