Harold Evensky

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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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  Split Decision: Fees Plus Retainers May Be the Answer

  By Bob Clark, AdvisorOne  |  October 4, 2011

  Harold Evensky, Angie Herbers and the blogosphere weigh in on whether now is the time for advisors to switch to retainers from asset-based fees.

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  Is Now the Time to Switch From Asset-Based to Flat Fees?

  By Bob Clark, AdvisorOne  |  September 27, 2011

  Exploring anew what may be a serious flaw in the independent advisory business model: asset-based fees. Perhaps Harold was right all along.

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  New Institute to Educate, Advocate on Fiduciary Standard

  By James J. Green, AdvisorOne  |  August 23, 2011

  Led by Knut Rostad, a group of advisors and industry leaders form a permanent fiduciary education, research and advocacy think tank.

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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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  Honoring Advisors Who Serve(d): Memorial Day, 2011, Slideshow

  By James J. Green, AdvisorOne  |  May 29, 2011

  For Veterans' Day we're re-running this slideshow from Memorial Day, which shows that many advisors and others in the advisor universe served in the nation’s armed forces.

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  Blaine Aikin, fi360: The Extended 2011 IA 25 Profile

  By John Sullivan, AdvisorOne  |  May 25, 2011

  Blaine Aikin is so steeped in the fiduciary issue that IA columnist Bob Clark believes Aikin is one of a handful of people responsible for bringing it to the forefront.

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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.