The IA 25 All Stars
After nine years of compiling the IA 25, our idea of who the most influential people in the industry are, we've noticed some people have made a habit of appearing on our list.
Harold Evensky on Steps Needed to Restore Investor Trust—Weekend Interview
With a new book on wealth management, the sage of Coral Gables discusses fiduciary, the regulators, the future and, notably, clients.
Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh In
There is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.
Thirty for Thirty
We present for your consideration 30 individuals who over the past 30 years--the period in which Investment Advisor has been serving independent and independent-minded advisors--have...
Is Modern Portfolio Theory Dead?
Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...
By James J. Green and Melanie Waddell Lo, how the mighty have fallen, and who knows where it will end? This year is turning out to...
Transition From Transactions
Harold Evensky started in the investment business after years as a homebuilder, getting licensed as a broker at a large brokerage firm. When he started...