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.
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.