Articles tagged "Harold Evensky"

HeadlinePublish date

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 — 8:31 PM UTC

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 — 4:38 PM UTC

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 — 4:34 PM UTC

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 — 4:41 PM UTC

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 — 5:23 AM UTC

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 — 3:44 AM UTC

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 — 5:24 AM UTC

RIABiz Conversations: Eugene Steuerle answers RIAs' technical questions about how to use Social Security as an annuity

Plus, a debate you may have missed on Harold Evensky's FINRA comments

July 20, 2010 — 3:43 AM UTC

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 — 5:10 AM UTC

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 — 6:19 AM UTC
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