Honoring Advisors Who Serve(d): Veterans Day, 2013
Since it’s Veterans Day, it’s time to rerun our slideshow honoring advisors and their partners—and one famous non-advisor, PIMCO’s Bill Gross—who served in the armed forces.
Spin City: Kevin Keller Puts a Sheen on the Fee-Only Controversy
If the CFP Board polled its certificants on the fee-only controversy, it might not be so sanguine about its handling of the fee-only issue.
Evensky’s 10 Tips for Retirement Success
During his speech at the Think Retirement Income conference, Evensky said that advisors too often focused on “the probabilities while ignoring the consequences.”
Evensky, Friedman, Mellan at Think Retirement Income Conference
A retirement planning conference kicks off Thursday with, we humbly submit, a difference: a program guided by top advisors who share their retirement planning secrets and challenges.
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
“To see what is in front of one’s nose needs a constant struggle.” —George Orwell
SEC Fiduciary Rule Unlikely in Dodd-Frank’s Third Year of Life
Advisors, including Harold Evensky, and industry officials are increasingly pessimistic that the year will bring a uniform fiduciary rule. However, the first designation of an asset management firm as systemically important could be coming soon.
7 Things Clients Must Know to Stay Solvent in Retirement: Evensky
Worried about running out of money before you run out of life? Who isn’t? Leave it to Harold Evensky to give it to you straight.
SEC Gets an Earful From Advisors on Fiduciary Standard
Comments to the SEC from individual advisors—yes, most of them RIAs—call for one standardized fiduciary duty for all. Even Vanguard founder John Bogle weighed in.
Honoring Advisors Who Serve(d): July 4th, 2013
In our latest slideshow honoring advisors and their partners—and one famous non-advisor, PIMCO’s Bill Gross—who served in the armed forces, we present seven “new” veterans and a few from previous editions deserving of praise.