Harold Evensky

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  Looking for a Job After College? Try Financial Planning

  By James J. Green, AdvisorOne  |  April 12, 2013

  Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.

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  A Modest Proposal: Prosecute Non-Fiduciaries Using Term ‘Advisor’

  By Gil Weinreich, AdvisorOne  |  April 8, 2013

  Dalbar CEO Lou Harvey has strong medicine for the ills described in today's fiduciary debate: allow only fiduciaries to call themselves advisors, prosecuting those who misappropriate the name.

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  Final Days for Advisors to Voice Fiduciary Attitudes and Practices

  By James J. Green, AdvisorOne  |  March 27, 2013

  As the fiduciary debate returns to front burner, this is the last week for advisors to share their opinions and actions on the third annual fiduciary survey by AdvisorOne and fi360.

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  Harold Evensky to SEC: Employ the ‘YOU’ Standard in Fiduciary Rule

  By Melanie Waddell, AdvisorOne  |  March 22, 2013

  High-profile planner Harold Evensky says the SEC should require anyone giving personalized advice to provide a “mom and pop” statement describing the advisor’s responsibilities.

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  Facebook? LinkedIn? Here’s the Ultimate Web Marketing Tool

  By Gil Weinreich, AdvisorOne  |  February 22, 2013

  While meeting Wikipedia's editorial standards can be challenging, the market advantage a page might convey for an advisor is hard to argue with.

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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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  No Alpha: Evensky’s New Research Delivers Fresh Blow to Actively Managed Funds

  By Gil Weinreich, AdvisorOne  |  October 18, 2012

  New research by Harold Evensky published in a journal for fund managers deals a blow to the idea that managers’ skill in actively managing portfolios can overcome the costs of their services in comparison with passively managed, low-cost index funds.

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  Investing and the Aging Brain: ‘What Do I Do When I Get Stupid?’

  By Michael Finke  |  July 26, 2012

  Financial decision-making ability peaks in middle age. Plan accordingly.

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  Renowned Planner Evensky Joins RMA Designation Board

  By Melanie Waddell, AdvisorOne  |  May 16, 2012

  Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.

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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.