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.
Publish and Perish?
Do we really need another book about financial planning?
Nominees for the 2013 SMA Managers of the Year: Tough and Getting Tougher
Presenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.
Looking for a Job After College? Try Financial Planning
Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.