Articles tagged "Harold Evensky"
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'Streetfighting saint' Bob Veres takes 2024 Tamar Frankel prize for decades of unstinting, sometimes 'scathing' commentary and a 'secret sauce' to ferret out facts
The unlikely recipient of the 'RIA Nobel Prize' has been a soft-spoken, hard-hitting writer, editor, advocate and RIA 'energizer bunny' for 42 years
October 19, 2024 at 2:19 AM
Emigrant Bank 'doubles down' to send Mark Hurley packing and fire up Fiduciary Network, its RIA deal machine
The billionaire-owned New York bank eschewed the quick buck of a top-of-market sale to bet Karl Heckenberg can make Fiduciary Network function even better as its new CEO
November 22, 2018 at 12:07 AM
After 'thinking changed' Emigrant Bank hires new CEO to either take Mark Hurley's spot at Fiduciary Network or to head new unit that will compete head-on
With Hurley now characterized as expendable, the New York bank makes Karl Heckenberg chief-in-waiting and Harold Evensky expresses 'reservations' about Emigrant Bank power play
November 15, 2017 at 9:38 PM
As President Obama takes the gloves off, pro-broker groups throw up 'sledgehammer' response
After a lot of waiting around FSI calls this news 'the real thing'
February 24, 2015 at 8:31 PM
Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac
The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core
December 22, 2014 at 4:38 PM
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
June 19, 2014 at 4:34 PM
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
February 26, 2013 at 4:41 PM
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
June 4, 2012 at 5:23 AM
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'
April 13, 2012 at 3:44 AM
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
August 25, 2011 at 5:24 AM
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
July 20, 2010 at 3:43 AM
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'
July 14, 2010 at 5:10 AM
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
