Deena Katz and Harold Evensky, Next-Gen Mavens: The IA 25 2014 Profile
At a stage of their careers where many advisors slow down, Katz and Evensky are doubling down on their commitment to the next generation.
Harold Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.
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.
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.
No Alpha: Evensky’s New Research Delivers Fresh Blow to Actively Managed Funds
New research by Harold Evensky published in a journal for fund managers deals a blow to the idea that managers’ skill in actively managing portfolios can overcome the costs of their services in comparison with passively managed, low-cost index funds.
Renowned Planner Evensky Joins RMA Designation Board
Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.
Social Security Secret: How to Add Thousands to Retired Clients’ Incomes
Evensky Katz advisor Brett Horowitz reveals how extra income can be gained by applying little known Social Security Administration rules.
New Institute to Educate, Advocate on Fiduciary Standard
Led by Knut Rostad, a group of advisors and industry leaders form a permanent fiduciary education, research and advocacy think tank.