Andrew Pavia

Andrew Pavia

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


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Female planners can gain an edge in their practice by creating an environment more inviting to clients.
Executives say intuition, networking skills sets female advisors apart from their male counterparts.
Two former employee advisors with $240M in AUM join independent firm.
Industry leaders believe the plan isn't ready.
Advisors should work with robos, not against them, industry leaders say. Pershing announced at its annual conference that it is joining the list of established financial firms adding digital tools and services.
There are some regulatory red flags that all advisors must pay attention to. But RIAs and brokers also face hurdles specific to their businesses when it comes to staying out of hot water.
Don't lose sight of what attracted them to you in the first place.
Federal agencies are working on a uniform fiduciary standard, but one NYC official believes states can lead the charge.
The emerging affluent may end up with more assets than their older (and wealthier) counterparts.
"The bad guys are out there all the time looking for vulnerability," a cybersecurity and business continuity consultant told advisors at the T3 conference last week.
How do prospective clients view you online? One online branding expert offers advisors several action items during a T3 session.
The changes caused by the "robo invasion" are positive and overdue, but many advisors are still unprepared. Here's what you can do.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY