 The deal took four years to put together, from the first informal conversations to the complicated final negotiations."Mark Hurley, CEO, Fiduciary Network |
Evensky & Katz Merges With Former Protege
Ann Marsh | Financial Planning, June 2014
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Summary: Planning industry elder statesman Harold Evensky and his team at Evensky & Katz have merged with a firm founded by a former client and employee to form a firm with $1.9 billion in assets under management.
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