The Vindication of History: Harold Evensky and CFP Lite
The CFP Lite designation promoted by Evensky 15 years ago could have raised the stature of professional CFPs, not to mention helping end clients.
FSI Celebrates 10th Anniversary ‘Where the Action Is’
Business consultant John Spence kicked off FSI OneVoice with a blizzard of advice for the nearly 800 IBD attendees.
Harold and His Writings
In addition to serving as a source for hundreds of articles, Harold Evensky has written many articles on topics like the changing equity risk premium and the bucket approach to retirement income planning.
Harold Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.
Evensky & Katz Win Award at Schwab Impact
Evensky & Katz Wealth Management has won an award — yet again — as Schwab hands out IMPACT awards.
Next-Gen Advisors Get Schooled in Social Media That Sells
Cost of social media is "almost nil compared to a traditional advertising effort for a new financial planner," says Texas Tech student Dustin Parks...
FPA to Honor Elissa Buie, Deena and Harold, Elaine Bedel
This year’s P. Kemp Fain, Jr. award goes to Buie; Heart of Financial Planning honors to Bedel, Katz and Evensky, Kacy Gott and Savvy Ladies
Is Your Practice Big Enough?
As merger interest rises, it’s more important than ever to know what your advisory practice is—and can be—worth.
Advisors, Start Preparing Now for the Post-Boomer World
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.
Valerie Brown: The 2013 IA 25 Extended Profile
The CEO and president of Cetera Financial Group said she grew up with a love for numbers and math. Her background in chemical engineering, which she called a “perfect fit” for the financial services industry, didn’t hurt, either.