Harold Evensky

Clients Misbehavin': An Interview With Nobel Laureate Kahneman

by

Twenty years ago, advisor Harold Evensky interviewed the late Daniel Kahneman about how to apply behavioral finance to client management.

The DOL Defines ‘Best Interest’ More Clearly Than Many Think

by

There have been concerns raised by some professionals that the term “best interest” as used in the DOL rule is undefined.

Musings On The DOL Rule

by

The DOL rule will significantly improve the investment outcome of individual investors for decades to come.