Evensky & Katz to Merge With Foldes Financial
By Melanie WaddellThe merged entity, to be called Evensky & Katz/Foldes Financial Management, will be largest indie RIA in South Florida with $1.5 billion in AUM.
May 29, 2014
Fidelity’s Durbin: RIAs Thriving; Top Clients See Robo-Advisors as Positive TrendFidelity IWS chief reports custodial business growing healthily, ironically with fewer, but larger, RIA client firms, who embrace virtual advice-giving.
May 27, 2014
SEC's Gallagher: Fiduciary Debate Is UnfairDaniel Gallagher, one of the Securities and Exchange Commission's two Republican commissioners, has been very vocal as of late regarding his belief that the agency doesn't need to write a rule to put brokers under a fiduciary mandate.
May 27, 2014
Where Edward Jones Is Tapping TalentThe brokerage has revamped its recruiting strategywith dramatic results.
May 23, 2014
Sallie Krawcheck, Booster of Women on Wall St.: The 2014 IA 25 ProfileSallie Krawchecks real career started just shy of 30, when she became a research analyst, she told IA in an interview.
May 22, 2014
Michael Kitces, Nerd Who Does It All: The 2014 IA 25 ProfileOne has to wonder how Michael Kitces does it: the advisor, blogger, Twitterphile and industry speaker is constantly evolving and taking on new challenges.
May 22, 2014
Honoring Advisors Who Serve(d): Memorial Day, 2014On Memorial Day, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
May 22, 2014
Harvey Pitt’s Solution to SEC’s RIA Exam ShortfallSEC Chairwoman Mary Jo White says third-party exams are a creative idea, but there are a number of issues. Ex-Chairman Pitt offers one solution.