Michael Finke, Financial Planning’s Professor: The 2014 IA 25 Profile
“Our hope is to build a set of research-based best practices through our own research,” Finke told IA.
Deena Katz and Harold Evensky, Next-Gen Mavens: The IA 25 2014 Profile
At a stage of their careers where many advisors slow down, Katz and Evensky are doubling down on their commitment to the next generation.
The Rise of the Financial Planning Academic
Doctoral programs in financial planning, and the academic research conducted by students and their professors, will usher in a new era in financial planning.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Fiduciary Debate Turns to Impact on Investors
The latest debate over whether the SEC and the Department of Labor should issue fiduciary rules this year recently turned to whether investors could be harmed by DOL's rulemaking, or harmed by the lack of such a rulemaking by the SEC.
SEC’s Lack of Fiduciary Action Is Hurting Investors, Advocates Warn
In a letter to the SEC, a coalition provides evidence that advice to retail investors under a suitability standard is harmful.
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 Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.
Divorce Planner’s Novel Approach Leads to Lucrative Business
The overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
CFP Board, Under Pressure, Drops CE Plan
Board says it won’t enter the CE provider space “at this time”; announces multiyear plan to improve offerings.