Harold Evensky

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  Harold Evensky, Evensky & Katz: The Extended 2011 IA 25 Profile

  By James J. Green, AdvisorOne  |  May 13, 2011

  In any given year, Harold Evensky is a leading candidate for inclusion on the IA 25.

• Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.

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  Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, we’ve never ranked the 25 in the order of their importance.

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  Talking to Clients About Turmoil: Evensky, Cortazzo, Springer & More—a Slideshow

  By Editorial Staff  |  March 17, 2011

  At times of crisis and market volatility, the best advisors reach out to their clients proactively. That’s the case with the six leading advisors that AdvisorOne editors contacted to hear what they’re telling clients now, and how.

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  Talking to Clients on Japan and Mideast Now: Harold Evensky

  By Kathleen McBride, AdvisorOne  |  March 17, 2011

  “The key is, let’s get to them before they call us,” says Evensky & Katz’s leader on communicating with clients in the midst of crisis.

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  Evensky Suggests: Read Vision of Dystopian, Non-Fiduciary Future

  By James J. Green, AdvisorOne  |  December 23, 2010

  In urging the SEC to adopt a serious fiduciary standard for all advice givers, Ron Rhoades warns of what may happen if the Commission fails to do so.

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  SEC Budget, Estate Tax Adjustments: Advisor Briefing for the Week of Dec. 20, 2010

  By James J. Green, AdvisorOne  |  December 20, 2010

  The Federal budget, retail and housing sales, Greek budget, and a new series looking at the markets and economy in 2011 highlight the week's news for advisors and their clients.

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  Clarity Comes to Estate Planning With Tax Bill's Passage

  By Kathleen McBride, AdvisorOne  |  December 16, 2010

  Provisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’

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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.

• In Client Letter, Evensky on the Markets and Portfolio Building Now

  By James J. Green, AdvisorOne  |  July 27, 2010

  Noted advisor recalls the recent past and looks ahead; CIO to hold conference call July 27.