The Independents' Voice
Research: In your opinion, what are the strengths of the independent advisory model? Brown: A couple of things come to mind. As the label says, it's...
The Tripping Point
In Malcolm Gladwell's best-selling book, The Tipping Point (Little, Brown and Company, 2000), he explores the phenomenon of "social epidemics," those wild, raging trends which...
For Your Bookshelf
Here's my list of the best marketing books (modesty prevents me from mentioning any written by a certain L. Chambers). To order, you can visit...
Fund in Focus: Fenimore Asset Management Trust Value Fund
John D. Fox, co-manager since May 2000 S&P Rank: 4 Stars Winning the Waiting Game
Ken Robinson had a question about his mortgage. After meeting with his banker, Robinson--an independent financial advisor and founder of Cleveland-based Practical Financial Planning--decided to...
The IA 25
Who are the people who will most affect the way you practice your profession in the years ahead? We humbly submit the 2004 IA 25,...
Harold Evensky and Deena Katz
Evensky, Brown & Katz 2333 Ponce de Leon Boulevard, Penthouse Suite 1100 Coral Gables, Florida 33134-6622 Phone: 305-448-8882 or 800-448-5435 www.evensky.com firstname.lastname@example.org o email@example.com Year practice began: 1984 Number of advisors in...
It's a typical evening at the home of renowned financial planners Harold Evensky and Deena Katz: In the study, Gary Brinson is sidling up to...
Master Harold's New Portfolios
Being the nation's most quoted financial planner makes Harold Evensky an easy target for those who envy his visibility and influence. But there's a good...
IA's April Speaker of the Month: Roger
Roger Gibson, president of Gibson Capital Management, in Pittsburgh, Penn., will participate in the panel discussion Real World Planning Considerations in Money Management at the...