News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Harold Evensky"


Steve Foldes: This creates a big win for me.

How Steve Foldes merged his $600-million RIA with mentor (and former advisor) Harold Evensky creating a $1.5 billion Florida behemoth
The former sandal magnate got rich at 35, became an Evensky client, a rival and now a partner

Thursday 6.19.14
Michael Goodman: If you are looking for a boondoggle, this isn’t it.

The AICPA gets down with advisors in Vegas -- well, as much as accountants can
Michael Kitces, Roger Gibson, Harold Evensky and David Kelly were among the attendees of the rapidly growing conference -- and key tax changes got a close look

Tuesday 2.26.13
Charles Goldman: We've barely scratched the surface of our networks.

Advizent hits $100-billion asset target in a matter of weeks triggering hires
The RIA grand brand and co-op gains momentum as Charles Goldman goes all-in

Monday 6.4.12
Dan Moisand: They have the opportunity to stop it, or screw it up worse than they already have.

Fearful that the SEC has been overworked, lobbied and bullied into a SIFMA stupor, fiduciary crowd launches 16-page missile
Among other things, the letter calls SIFMA's idea of a uniform fiduciary standard a 'broker sales standard'

Friday 4.13.12
Harold Evensky: They want to be in a position to raise money from industry sources and that's something we didn't want to do.

Fiduciary leaders splinter into two advocacy groups over divergent views
Knut Rostad takes six people with him to start the Institute for the Fiduciary Standard

Thursday 8.25.11
Eugene Steuerle explains why it's often better to spend your 401(k) for a year or two before delving into Social Security

RIABiz Conversations: Eugene Steuerle answers RIAs' technical questions about how to use Social Security as an annuity
Plus, a debate you may have missed on Harold Evensky's FINRA comments

Tuesday 7.20.10
Harold Evensky: Although [shunning FINRA] may provide a temporary visceral high, it is counterproductive and unprofessional and will result in our voices being ignored

Why Harold Evensky believes that a FINRA-as-devil attitude is counterproductive
The fiduciary standard-bearer is optimistic that FINRA can make fiduciary standards work in the 'real world'

Wednesday 7.14.10
Ron Rhoades: When will Congress stand up to Wall Street?

One-Man Think Tank: When Wall Street has investors' 'best interests' at heart, watch out
As Senate is poised to take up reform, Ron Rhoades contends the movement to create a "new" fiduciary standard is a campaign of disinformation

Tuesday 4.27.10

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2014


    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Walter Bettinger: With the right full-service model for serving today’s investors, we are driving sustained momentum in our business.
19 shares
8 takeaways from Schwab's earnings report and commentary including: We are 'full-service', dammit

Kevin Corbett: For me, it was picking my favorite client and spending more time with them.
5 shares
In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab

Richard Hough: The company had a plan of going public from day one.
4 shares
How a classic $16.2 billion RIA pulled off an IPO after a few speedbumps and why the decision is looking good

John Michel: We started all over again. We're not building the same product.
4 shares
BloombergBlack rematerializes as CircleBlack minus Bloomberg

Bernie Clark: We're going to rewrite the whole portfolio management tool.
1 shares
Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking


Get the RIABiz Today
Email Alert »