RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Evensky & Katz"


Headline

Publish date


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

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

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo