SEC’s White: Fiduciary Rule’s Fate to Be Decided This Year
The agency this year will make “a threshold decision on whether to proceed” with a uniform fiduciary standard, SEC Chairwoman Mary Jo White said.
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.
Harold's New Adventure; Investing in Global Markets: February Investment Advisor--Slideshow
Harold Evensky needs no introduction. He graces the cover of our February issue and shares with us his thoughts on the direction the industry is going with the next generation of advisors, and what the industry needs to succeed.
Harold and Fiduciary
We knew Harold Evensky has been a proponent of the fiduciary standard for advice givers for some time and that he was a leading light of the Institute for the Fiduciary Standard. So we asked the Institute’s co-founder, Knut Rostad, to comment on Evensky’s contributions.—Ed.
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.
Harold and the Media
Several years ago, an advisor friend pulled me aside at a conference. “This Harold Evensky guy; I don’t get it,” he said.
The Fiduciary Standard and You
Fiduciary issues pop up in the oddest places.
Harold Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.
Why This Is a Good Time to Be an Advisor, of Any Age
This is our annual Careers supplement, and in the pages that follow we deliver what I humbly believe are a number of articles that you will find useful in planning and executing a more successful career.
Ken Fisher’s RIA Warning Draws Advisor Ire
Evensky, Carson, Rhoades and others offer strong reactions to ThinkAdvisor about Fisher’s prediction that RIAs would be gone in a decade.