Andrew Pavia
Financial Planning
New York, NY, United States
Contact Andrew
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Andrew:
Top MLP funds by 5-year returns
Punished by the plunge in the energy sector, some advisers await a rebound that can take advantage of master limited partnerships’ tax status. → Read More
Succession planning: Why your employee should not take over
It may seem like a no-brainer for RIA owners to look within the firm when they retire. Yet this assumption overlooks critical aspects of what an internal succession plan actually entails, says consulting executive David DeVoe. → Read More
Help divorcing clients see past the money
Planners can build a long-term relationship, but only if they know what to focus on. → Read More
Should advisers use behavioral manipulation for their clients’ own good?
Positive psychology might be the key to determining just what a client needs. → Read More
Will Pershing cash in on DoL rule?
The group aims to provide planners with new technology focused on helping a firm become compliant, but it may cost them. → Read More
IRA rollover under DoL rule: Where to start?
With retirement accounts being affected by the upcoming fiduciary rule, many advisers aren’t sure what their first step should be. → Read More
Kitces: Tech trend will lead advisers into niche practices
It's expected that digital platforms will help advisers focus their offerings to serve specific client segments. → Read More
Should small firms fear alternative investments?
While mostly the purview of the big firms, smaller RIAs can get in on the act too. But they need to do their homework first. → Read More