Bob met with two of Advisor Perspectives’ authors last week.
Bob and Sally are on an alumni trip to Vietnam this week.
This is Advisor Perspectives' fourth consecutive year of ranking ahead of The Wall Street Journal and Bloomberg among the e-newsletters listed, with 14% more readership across the 1,120 financial advisors surveyed. Advisor Perspectives also claimed the number one spot for e-newsletters among the independent registered investment advisor (RIA) segment.
Acquisition of leading interactive publisher for RIAs, wealth managers and financial advisors advances VettaFi’s growth strategy, further powers the firm’s efforts to transform financial services from an industry to a community
Bob was in Nashville, TN last week as part of a gathering of the AP team.
Bob attended the 40th reunion of business school class this past weekend.
On Thursday last week, Bob and Anna Sachar, the chief operating officer of Advisor Perspectives, were in New York City. They had not seen each other in person since the start of the pandemic and were able to spend some time together over dinner.
Bob spent part of last week on the island of Madeira, off the coast of Portugal. He and his wife visited Michael Edesess, who has a house there. Michael is a frequent author for Advisor Perspectives.
Last week, Bob was visited on Martha’s Vineyard by frequent author David Blanchett, his wife Sarah, and their four children. David is managing director and head of retirement research at PGIM, a unit of Prudential Financial, Inc. He is also an adjunct professor of wealth management at The American College.
Bob was in Philadelphia this weekend to attend the wedding of Anna Vresilovic.
On June 7, Bob was in Las Vegas at the AICPA Engage conference, where he moderated a panel discussion.
To kick off the start of summer, Bob and his wife, Sally, invited some neighbors to share a paella.
Bob was paid a visit last week by Bert Livingston, a Florida-based advisor and frequent contributor on APViewpoint.
What is Bob up to? Bob spent the last week with his children and grandchildren at his home in West Tisbury, MA. Here he is with granddaughter Evelyn after some time swimming.
What is Bob up to? Bob traveled this week to see friends for the first time since the start of the pandemic. Here he is in Philadelphia with part of the AP team (in counterclockwise order from left to right): Ashely Taylor, Bob, Adam Shatzman; and Mary Pitek (standing), Madi Nemtuda (it was her birthday).
What is Bob up to? Bob started off this year’s AP Market Summit by joining the first session, which was yoga, hosted by Advisor Perspective’s Ashley Taylor.
What is Bob up to?
What's Bob up to?
This morning we learned that 1.8 million jobs were added in July and yesterday the Department of Labor’s weekly unemployment claims reported that another 1.2 million individuals filed for unemployment last week.
What's Bob up to this week?
This morning we learned that 2.5 million jobs were added in May, and that the unemployment rate fell from 14.7% to 13.3%. That was a surprise to virtually all economic forecasters. That has led some to conclude that this recession, which has not been officially declared, may turn out to be the shortest on record.
May 15th we learned that both Industrial Production and Retail Sales took a dive for April.
This morning we learned that there was a loss of 20.5 million jobs in April and the unemployment rate is now at 14.7%.
Yesterday’s release of Q1 GDP showed a contraction of 4.8% and was slightly worse than expected. It was the first contraction since 2014 and the largest contraction since the financial crisis.
Today’s release of employment data confirmed what we were all expecting – a precipitous collapse in the number of Americans who are gainfully employed.
Our Q&A webinar featured Julie Parsonnet, a top infectious disease specialist at Stanford University. We have posted the transcript for your reference and you can still listen to the replay.
This is Bob’s office, but like the rest of the Advisor Perspectives team, he is working from home for the time being.
Dorothy Hinchcliff has joined Advisor Perspectives as its editor. Previously, Hinchcliff was the executive editor of Financial Advisor magazine, as well as editor of FA online and FA green, where she had worked since 2000.
Bob will be attending the Inside ETF conference in North Hollywood, FL on January 27 and 28. Advisor Perspectives will be at booth 118. Stop by and learn how we became the #1 most-read electronic newsletter by financial advisors.
Bob was in Mumbai last week to speak at the iFast conference to a group of approximately 150 independent advisors based in India. His talk covered the state of the digital-advice (“robo”) industry, based in part on research that has appeared in Advisor Perspectives.
This year marked the introduction of our Gaining Perspective podcast. Here are the 10 most listened to episodes of 2019, starting with the most popular podcast of the year.
Bob was at the MarketCounsel Summit last week, which was held at the Fontainebleau hotel in Miami. For fans of The Marvelous Mrs. Maisel, this is where one of the scenes was filmed. Here is Bob’s recap of the highlights of the summit.
Bob was at the Schwab IMPACT conference in San Diego last week. Here he is at our booth in front of the Big Picture chart of historical returns by asset class.
Bob will be attending the Schwab IMPACT conference in San Diego this week. If you want to say hello, send him an email at [email protected]
Last week, Bob spoke at a panel on ESG/SRI investing at the FPA annual convention in Minneapolis, MN. With him are Mark Prendergast, center, the moderator, and Bill Droms of Georgetown University, right, the other panelist.
What is Bob up to this week? Bob is attending the FPA annual conference in Minneapolis. He will be speaking as part of a panel discussion on ESG/SRI investing on Wednesday, October 16, at 3:30pm.
What is Bob up to this week?
On August 31, Bob’s daughter, Sarah, was married to Graham Blyth in York, PA.
Bob spent this week with his daughter and her family on Martha’s Vineyard. Here he is with his granddaughter, Evie, on the beach.
Bob was in New York this weekend to see a Broadway show. He also had a chance to have coffee with one of our star authors, Sara Grillo.
This past week, Bob spent time at a rock climbing gym with Alex Honnold, the man who was the first to “free solo” El Capitan.
Bob was in Hawaii vacationing with his family.
Two of the leading municipal bond asset managers, Invesco and Dimensional Fund Advisors, will present their assessment of the compelling opportunities to add value in the municipal bond market. Attendees will learn key considerations for constructing client muni portfolios and how to address specific client needs. In addition, Advisor Perspectives will present an overview of the results of its recent market research study, which assessed how advisors are choosing municipal bond funds and ETFs.