Andrew Pavia is the Associate Digital Editor for Financial Planning, Bank Investment Consultant and On Wall Street.

Recent Stories From This Author

With Lower Rates, Should Clients Refinance?

Exec Shakeup at RCS Capital

Top IBDs for Women: What Works Well

Annuity Sales Up, But Should They Be?

How to Get an Edge on College Savings

4 Elite IBDs You May Not Know

RIAs' AUM Growing by 12.8% Annually, Schwab Study Finds

From Allocations to Annuities: 4 New Retirement Planning Ideas

Help Clients Survive the Modern Recession

Clients Want to Give Money Away – Let Them

How to Articulate Your Value

Fee-Based: 5 Reasons to Make the Switch

All Clients Crave New Tech

Advisors on the Move: Securities America Snags $100M Team

Estate Planning: 5 Tips to Stay Ahead

Planners Blast Industry Leadership

Why Advisors Will (and Should) Manipulate Clients

Social Security: 5 Tips for Advisors

Big IRA Shift: Gen Y Picks Roths

Finding Hidden Assets: Digging Deep in HNW Divorce

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