The 2014 IA 25 Special Report
This is the 12th year that we have published the IA 25, our annual list of the most influential people in and around the advisor industry.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
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 Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.
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.
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.