There are a handful of industry publications I never miss. At the very top of that list is Inside Information, Bob Veres’ monthly publication for financial advisors.
Some publications tell you what happened. Bob Veres consistently helps you understand why it matters.
I’ve known Bob for decades. Together, we co-produce the annual T3/Inside Information Advisor Software Survey, but my appreciation for his work extends far beyond our collaboration.
Simply put, I believe Inside Information is the most thoughtful and comprehensive practice management publication serving the financial planning profession today.
Bob has a remarkable ability to identify the trends that truly matter, ask the right questions, and then synthesize what he’s learned into insightful analysis. Rather than simply reporting industry news, he explains what it means for advisors, firms, and the future of the profession. That’s a rare skill — and one that has earned him the trust of countless industry leaders.
The July 2026 issue is another excellent example.
Among this month’s highlights:
- A comprehensive look at the key performance indicators (KPIs) that advisory firms should be monitoring.
- An examination of Julie Littlechild’s latest research from Absolute Engagement, including why clients gave the advisory profession a B- for relationship quality—and what advisors can do to improve.
- A fascinating look at emerging open-source AI frameworks that could provide a more secure and customizable foundation for advisor-focused AI agents.
- An update on developments at the CFP Board, including discussion surrounding continuing education and potential conflicts of interest.
- And, of course, Bob’s always-entertaining closing commentary, where he isn’t afraid to challenge conventional thinking.
Bob has graciously given T3 readers permission to access this issue free of charge.
There’s even an audio version, should you prefer to listen as you travel, drive, walk, work out, or cook dinner: https://bobveres.com/july-2026-digital-edition-audio-file/
View / Download your complimentary copy of the July 2026 issue of Inside Information below:
If you find it as valuable as I do — and I suspect you will — I encourage you to subscribe.
Bob and I will once again, this fall, be asking for your input through our annual T3/Inside Information Advisor Technology Study. We hope you’ll share which wealthtech and AI tools you’re using today — and which ones you’re planning to evaluate next. Be sure to subscribe to the newsletters and email updates from both T3 and Inside Information so you don’t miss your opportunity to participate.
Learn more about Bob and his work focused on advancing the financial planning profession at www.BobVeres.com.
