Long-time financial planning industry leader Harold Evensky last month received the inaugural Advocacy Leadership Award presented by TD Ameritrade Institutional. The award acknowledges individuals who have made contributions to advance the long-term viability, vibrancy and growth of fiduciary investment advice in the RIAs who provide it.
Evensky, chairman of Evensky & Katz/ Foldes Financial Wealth Management in Coral Gables, Fla., is a widely recognized speaker on financial planning and investment topics, and has been quoted in a number of publications. His advisory firm, which started in 1995, provides fiduciary-based wealth management services to clients and its employees have 160 years of combined industry experience.
"We decided it was time to recognize the most vocal and tireless champions of fiduciary investment advice," said Skip Schweiss, managing director of advisor advocacy and industry affairs for TD Ameritrade Institutional, in a press statement. "Harold exemplifies the power that one, dedicated voice can have in rallying an industry to move forward—his prolific body of work makes him a natural as our inaugural award winner."
"Educating consumers and the financial planning industry about the virtues of independent, fee-only financial advice has been my life's work," said Evensky.