Updated Friday, August 22, 2014 as of 3:53 AM ET

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

Recent Stories From This Author

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

Garrett Offers New Tool for Middle-Income Clients

How to Keep HNW Clients' Divorce Private

Variable Annuity Sales to Reach $22B by 2018

The August Issue is now online!


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