Latest Insights from Verum
Human Capital in Asset Allocation: Why It Matters
Human capital in asset allocation may be your most valuable financial asset. Yet most investors never…
How to Choose a Financial Adviser (Without Guesswork)
Choosing the right financial adviser starts with understanding how they are paid, how their process works,…
Independent Financial Adviser vs. Broker: What’s the Difference?
Not sure whether you need an independent financial adviser or a broker? This guide explains the…
What to Look for in a Fee-Only Financial Adviser
Not all financial advisers are paid the same way and that difference matters more than most…
A Meaningful Milestone: Surpassing $1 Billion in Assets Under Management
In December 2025, Verum Partners surpassed $1 billion in assets under management, a meaningful milestone that…
Verum Partners Named to Wealth Management’s RIA Edge 100 for 2026
Verum Partners has been named to Wealth Management’s 2026 RIA Edge 100, highlighting the firm’s sustained…
