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Articles tagged "Harold Evensky"


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Karl Heckenberg: Emigrant had an opportunity to either be a buyer or a seller here, and we chose to be a buyer despite the fact that we’re in the tenth year of a bull market.

Emigrant Bank 'doubles down' to send Mark Hurley packing and fire up Fiduciary Network, its RIA deal machine

The billionaire-owned New York bank eschewed the quick buck of a top-of-market sale to bet Karl Heckenberg can make Fiduciary Network function even better as its new CEO

November 22, 2018 at 12:07 AM

Karl Heckenberg: Mark has done a good job building the business. As [EB's] gotten more educated on the business over the last year, the thinking has changed and evolved and at some point you ask yourself, at what cost?

After 'thinking changed' Emigrant Bank hires new CEO to either take Mark Hurley's spot at Fiduciary Network or to head new unit that will compete head-on

With Hurley now characterized as expendable, the New York bank makes Karl Heckenberg chief-in-waiting and Harold Evensky expresses 'reservations' about Emigrant Bank power play

November 15, 2017 at 9:38 PM

President Obama: There are a whole lot of advisors that do put their clients first.

As President Obama takes the gloves off, pro-broker groups throw up 'sledgehammer' response

After a lot of waiting around FSI calls this news 'the real thing'

February 24, 2015 at 8:31 PM

Stuart DePina: It's not an inexpensive proposition.

Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac

The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core

December 22, 2014 at 4:38 PM

Steve Foldes: This creates a big win for me.

How Steve Foldes merged his $600-million RIA with mentor (and former advisor) Harold Evensky creating a $1.5 billion Florida behemoth

The former sandal magnate got rich at 35, became an Evensky client, a rival and now a partner

June 19, 2014 at 4:34 PM

Michael Goodman: If you are looking for a boondoggle, this isn’t it.

The AICPA gets down with advisors in Vegas -- well, as much as accountants can

Michael Kitces, Roger Gibson, Harold Evensky and David Kelly were among the attendees of the rapidly growing conference -- and key tax changes got a close look

February 26, 2013 at 4:41 PM

Charles Goldman: We've barely scratched the surface of our networks.

Advizent hits $100-billion asset target in a matter of weeks triggering hires

The RIA grand brand and co-op gains momentum as Charles Goldman goes all-in

June 4, 2012 at 5:23 AM

Dan Moisand: They have the opportunity to stop it, or screw it up worse than they already have.

Fearful that the SEC has been overworked, lobbied and bullied into a SIFMA stupor, fiduciary crowd launches 16-page missile

Among other things, the letter calls SIFMA's idea of a uniform fiduciary standard a 'broker sales standard'

April 13, 2012 at 3:44 AM

Harold Evensky: They want to be in a position to raise money from industry sources and that's something we didn't want to do.

Fiduciary leaders splinter into two advocacy groups over divergent views

Knut Rostad takes six people with him to start the Institute for the Fiduciary Standard

August 25, 2011 at 5:24 AM

Eugene Steuerle explains why it's often better to spend your 401(k) for a year or two before delving into Social Security
July 20, 2010 at 3:43 AM

Harold Evensky: Although [shunning FINRA] may provide a temporary visceral high, it is counterproductive and unprofessional and will result in our voices being ignored

Why Harold Evensky believes that a FINRA-as-devil attitude is counterproductive

The fiduciary standard-bearer is optimistic that FINRA can make fiduciary standards work in the 'real world'

July 14, 2010 at 5:10 AM

Ron Rhoades: When will Congress stand up to Wall Street?

One-Man Think Tank: When Wall Street has investors' 'best interests' at heart, watch out

As Senate is poised to take up reform, Ron Rhoades contends the movement to create a "new" fiduciary standard is a campaign of disinformation

April 27, 2010 at 6:19 AM

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