Evensky & Katz Wealth Management

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  CFP Board Chairman Goldfarb’s Resignation Raises Questions

  By Melanie Waddell, AdvisorOne  |  November 20, 2012

  It was an unexpected—and shocking—announcement: Alan Goldfarb, chair of the CFP Board’s board of directors, resigned in early November along with two members of the Board’s Disciplinary and Ethics Commission (DEC).

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  Fiduciary Duty Rule: A Status Report One Year Later

  By Melanie Waddell, AdvisorOne  |  January 20, 2012

  January 21 marks the one-year anniversary of the SEC handing over to Congress its report under Section 913 of Dodd-Frank recommending that brokers adhere to a fiduciary duty.

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  New Year, New Fiduciary Rule?

  By Melanie Waddell, AdvisorOne  |  December 28, 2011

  While SEC Chairman Mary Schapiro said in mid-December comments first reported on Bloomberg that the agency would issue a proposed fiduciary rule this year, she also stated in the Bloomberg interview that a fiduciary rule proposal will be “business model neutral” and allow brokers working with retail investors to sell...

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  Outlook 2012: Washington — Final Outcomes on Fiduciary, SRO?

  By Melanie Waddell, AdvisorOne  |  December 20, 2011

  The regulatory/legislative front will heat up in the New Year for advisors, with four issues taking center stage—the SEC and DOL's fiduciary rules, an SRO for advisors and the 'switching' of advisors.

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  Reaction to Schapiro Comments on Fiduciary Rule Are Quick and Varied

  By Melanie Waddell, AdvisorOne  |  December 9, 2011

  Bloomberg reports SEC chairman considering “business model neutral” rule that retains proprietary products, commissions; Evensky, Tittsworth, Brown and Barry respond.

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  The IA 25 All Stars

  By Editorial Staff  |  May 30, 2011

  After nine years of compiling the IA 25, our idea of who the most influential people in the industry are, we've noticed some people have made a habit of appearing on our list.

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  Harold Evensky on Steps Needed to Restore Investor Trust—Weekend Interview

  By Kathleen McBride, AdvisorOne  |  May 19, 2011

  With a new book on wealth management, the sage of Coral Gables discusses fiduciary, the regulators, the future and, notably, clients.

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  Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh In

  By Kathleen McBride, AdvisorOne  |  December 13, 2010

  There is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.

• Thirty for Thirty

  By Staff Writer  |  May 1, 2010

  We present for your consideration 30 individuals who over the past 30 years--the period in which Investment Advisor has been serving independent and independent-minded advisors--have...

• Is Modern Portfolio Theory Dead?

  By Marie Swift  |  May 1, 2009

  Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...