EVOacademy

Category: General Planning

Finding an Advisor General Planning Investing

Episode 17 – Clearing pitfalls (in financial planning) with Bob Veres

April 29, 2019

Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do.

General Planning

Fiduciary vs “Best Interest” …don’t settle for false equivalencies!

February 25, 2019

Recently, our own Dave O’Brien, Principal at Evolution Advisers was quoted in an InvestmentNews article regarding the SEC’s recent proposal Regulation Best Interest. Why ...

Finding an Advisor General Planning Podcasts

Episode 14 – Leading the Charge with NAPFA’s Geof Brown

January 31, 2019

Have you heard us talk about NAPFA? It’s something we talk about frequently at EVO because we are NAPFA advisors and believe so deeply in ...

General Planning Podcasts

Episode 13 – It’s Just Stuff w/ Matt Paxton

December 18, 2018

It’s Just Stuff We are so excited to have friend and host of A&E’s hit show HOARDERS Matt Paxton on our show. We talk about ...

General Planning

Dave O’Brien on Your Money

June 23, 2017

Dave O’Brien on Your Money with Kent Smetters Wharton School. Tues, June 27 at 5:30 Eastern. Sirius XM channel 111 @BizRadio111

General Planning

The Fiduciary Rule and You

February 22, 2017

Dave O’Brien adds insight to a recent AP article about what to expect as the new administration asks for a 90 day delay to review ...

General Planning Investing

Dave on NPR Marketplace

November 11, 2016

The election is over, but several weeks ago Dave was asked to participate in a story asking should Americans consider changing their retirement portfolios because ...