The Fiduciary Standard and You
Fiduciary issues pop up in the oddest places.
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 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.
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 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.
Evensky & Katz Win Award at Schwab Impact
Evensky & Katz Wealth Management has won an award — yet again — as Schwab hands out IMPACT awards.
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.